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 | $32,752 | $95,803-65.8% | $113,168-71.1% | $84,808-61.4% |
| Participation rate | 94.6% | 72.9%+21.8pp | 76.6%+18.1pp | 68.3%+26.3pp |
| Annual return | 13.27% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,092 | $2,360-53.7% | $2,975-63.3% | $2,631-58.5% |
| Participant deferral / active EE | $2,524 | $4,242-40.5% | $5,107-50.6% | $4,212-40.1% |
| Admin fee / account holder | $3,322 | $8,989-63.0% | $12,068-72.5% | $7,344-54.8% |