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 | $21,285 | $67,606-68.5% | $82,313-74.1% | $70,131-69.7% |
| Participation rate | 90.7% | 72.8%+17.9pp | 76.9%+13.8pp | 69.5%+21.2pp |
| Annual return | 16.16% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $443 | $1,755-74.8% | $2,428-81.8% | $2,342-81.1% |
| Participant deferral / active EE | $1,657 | $2,987-44.5% | $3,706-55.3% | $3,332-50.3% |
| Admin fee / account holder | $2,013 | $4,512-55.4% | $5,608-64.1% | $4,645-56.7% |