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 | $11,332 | $45,035-74.8% | $62,995-82.0% | $70,131-83.8% |
| Participation rate | 77.6% | 69.5%+8.0pp | 74.8%+2.7pp | 69.5%+8.0pp |
| Annual return | 15.26% | 18.76%-3.5pp | 87.57%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $645 | $2,051-68.6% | $2,759-76.6% | $2,342-72.5% |
| Participant deferral / active EE | $2,304 | $2,465-6.5% | $3,329-30.8% | $3,332-30.8% |
| Admin fee / account holder | $895 | $2,834-68.4% | $3,600-75.1% | $4,645-80.7% |