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 | $17,276 | $95,803-82.0% | $113,168-84.7% | $84,808-79.6% |
| Participation rate | 95.6% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.2pp |
| Annual return | 14.97% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $760 | $2,360-67.8% | $2,975-74.4% | $2,631-71.1% |
| Participant deferral / active EE | $4,073 | $4,242-4.0% | $5,107-20.2% | $4,212-3.3% |
| Admin fee / account holder | $1,821 | $8,989-79.7% | $12,068-84.9% | $7,344-75.2% |