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 | $22,032 | $67,606-67.4% | $82,313-73.2% | $70,131-68.6% |
| Participation rate | 82.3% | 72.8%+9.5pp | 76.9%+5.4pp | 69.5%+12.7pp |
| Annual return | 23.17% | 21.57%+1.6pp | 25.88%-2.7pp | 73.14%-50.0pp |
| Employer contribution / active EE | $1,512 | $1,755-13.8% | $2,428-37.7% | $2,342-35.4% |
| Participant deferral / active EE | $2,371 | $2,987-20.6% | $3,706-36.0% | $3,332-28.8% |
| Admin fee / account holder | $1,637 | $4,512-63.7% | $5,608-70.8% | $4,645-64.8% |