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 | $18,082 | $69,977-74.2% | $108,579-83.3% | $62,891-71.2% |
| Participation rate | 79.5% | 72.9%+6.6pp | 79.6%0pp | 69.3%+10.2pp |
| Annual return | 17.88% | 10.73%+7.2pp | -51.70%+69.6pp | 20.14%-2.3pp |
| Employer contribution / active EE | $2,104 | $2,135-1.5% | $3,758-44.0% | $2,281-7.8% |
| Participant deferral / active EE | $3,754 | $3,165+18.6% | $4,311-12.9% | $3,203+17.2% |
| Admin fee / account holder | $408 | $5,076-92.0% | $7,645-94.7% | $4,296-90.5% |