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 | $23,507 | $67,606-65.2% | $82,313-71.4% | $70,131-66.5% |
| Participation rate | 72.2% | 72.8%-0.5pp | 76.9%-4.7pp | 69.5%+2.7pp |
| Annual return | 17.91% | 21.57%-3.7pp | 25.88%-8.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,784 | $2,987-40.3% | $3,706-51.9% | $3,332-46.4% |
| Admin fee / account holder | $374 | $4,512-91.7% | $5,608-93.3% | $4,645-92.0% |