See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,143 | $98,750-81.6% | $149,696-87.9% | $79,858-77.3% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.5%+12.7pp | 69.6%+25.5pp |
| Annual return | 30.29% | 27.43%+2.9pp | 276.60%-246.3pp | 31.71%-1.4pp |
| Employer contribution / active EE | $734 | $3,216-77.2% | $4,644-84.2% | $2,471-70.3% |
| Participant deferral / active EE | $4,701 | $5,680-17.2% | $6,842-31.3% | $3,740+25.7% |
| Admin fee / account holder | $4,701 | $6,053-22.3% | $9,309-49.5% | $5,306-11.4% |