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 | $14,198 | $72,177-80.3% | $115,037-87.7% | $59,632-76.2% |
| Participation rate | 88.7% | 72.6%+16.2pp | 81.4%+7.3pp | 68.7%+20.0pp |
| Annual return | 0.58% | 12.02%-11.4pp | 26.14%-25.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $3,100 | $2,841+9.1% | $4,608-32.7% | $2,203+40.8% |
| Participant deferral / active EE | $5,292 | $4,783+10.6% | $6,026-12.2% | $3,192+65.8% |
| Admin fee / account holder | $1,097 | $4,927-77.7% | $8,175-86.6% | $4,297-74.5% |