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 | $20,254 | $60,349-66.4% | $74,183-72.7% | $62,891-67.8% |
| Participation rate | 87.8% | 72.7%+15.1pp | 76.6%+11.2pp | 69.3%+18.5pp |
| Annual return | 6.44% | 21.37%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,073 | $1,680-36.2% | $2,370-54.7% | $2,281-53.0% |
| Participant deferral / active EE | $1,314 | $2,856-54.0% | $3,550-63.0% | $3,203-59.0% |
| Admin fee / account holder | $1,087 | $4,261-74.5% | $5,586-80.5% | $4,296-74.7% |