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 | $24,527 | $101,724-75.9% | $164,813-85.1% | $80,856-69.7% |
| Participation rate | 95.3% | 71.8%+23.5pp | 78.6%+16.7pp | 67.6%+27.7pp |
| Annual return | 11.30% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,573 | $2,953-12.9% | $4,341-40.7% | $2,755-6.6% |
| Participant deferral / active EE | $4,949 | $4,477+10.5% | $6,031-18.0% | $4,296+15.2% |
| Admin fee / account holder | $4,229 | $8,227-48.6% | $12,690-66.7% | $6,918-38.9% |