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 | $21,581 | $58,828-63.3% | $77,999-72.3% | $62,891-65.7% |
| Participation rate | 96.9% | 71.1%+25.8pp | 75.5%+21.4pp | 69.3%+27.6pp |
| Annual return | 6.78% | 17.16%-10.4pp | 425.96%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,966 | $1,672+17.6% | $2,470-20.4% | $2,281-13.8% |
| Participant deferral / active EE | $4,010 | $2,686+49.3% | $3,497+14.7% | $3,203+25.2% |
| Admin fee / account holder | $3,492 | $4,393-20.5% | $5,480-36.3% | $4,296-18.7% |