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 | $11,393 | $153,772-92.6% | $133,980-91.5% | $273,961-95.8% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.1%+8.2pp | 83.0%+12.2pp |
| Annual return | 12.02% | 36.51%-24.5pp | 29.30%-17.3pp | 41.45%-29.4pp |
| Employer contribution / active EE | $3,504 | $6,029-41.9% | $5,211-32.8% | $4,869-28.0% |
| Participant deferral / active EE | $5,418 | $6,958-22.1% | $6,282-13.8% | $5,287+2.5% |
| Admin fee / account holder | $1,783 | $11,765-84.8% | $9,324-80.9% | $10,132-82.4% |