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 | $26,667 | $91,552-70.9% | $133,956-80.1% | $79,858-66.6% |
| Participation rate | 91.8% | 73.3%+18.5pp | 79.8%+12.0pp | 69.6%+22.2pp |
| Annual return | 17.05% | 61.85%-44.8pp | 45.09%-28.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,066 | $2,384-13.3% | $3,919-47.3% | $2,471-16.4% |
| Participant deferral / active EE | $4,391 | $3,733+17.6% | $5,048-13.0% | $3,740+17.4% |
| Admin fee / account holder | $4,979 | $6,321-21.2% | $8,927-44.2% | $5,306-6.2% |