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 | $8,326 | $91,552-90.9% | $133,956-93.8% | $79,858-89.6% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.1pp | 69.6%+7.1pp |
| Annual return | 56.82% | 61.85%-5.0pp | 45.09%+11.7pp | 31.71%+25.1pp |
| Employer contribution / active EE | $1,459 | $2,384-38.8% | $3,919-62.8% | $2,471-40.9% |
| Participant deferral / active EE | $2,531 | $3,733-32.2% | $5,048-49.9% | $3,740-32.3% |
| Admin fee / account holder | $534 | $6,321-91.6% | $8,927-94.0% | $5,306-89.9% |