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 | $13,569 | $89,753-84.9% | $107,525-87.4% | $84,808-84.0% |
| Participation rate | 73.9% | 68.1%+5.9pp | 75.1%-1.2pp | 68.3%+5.6pp |
| Annual return | 15.29% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $929 | $3,113-70.2% | $3,754-75.2% | $2,631-64.7% |
| Participant deferral / active EE | $3,570 | $4,056-12.0% | $5,116-30.2% | $4,212-15.2% |
| Admin fee / account holder | $4,377 | $7,222-39.4% | $8,919-50.9% | $7,344-40.4% |