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 | $21,136 | $72,492-70.8% | $87,100-75.7% | $72,985-71.0% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 23.40% | 24.46%-1.1pp | 28.19%-4.8pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,068 | $1,894-43.6% | $2,521-57.7% | $2,440-56.2% |
| Participant deferral / active EE | $2,355 | $3,270-28.0% | $4,049-41.8% | $3,607-34.7% |
| Admin fee / account holder | $1,887 | $5,055-62.7% | $7,497-74.8% | $5,124-63.2% |