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 | $20,703 | $76,367-72.9% | $93,606-77.9% | $72,985-71.6% |
| Participation rate | 81.0% | 71.7%+9.3pp | 75.8%+5.2pp | 69.5%+11.5pp |
| Annual return | 24.28% | 25.82%-1.5pp | 32.76%-8.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,349 | $2,275-40.7% | $2,718-50.4% | $2,440-44.7% |
| Participant deferral / active EE | $1,744 | $3,538-50.7% | $4,069-57.1% | $3,607-51.7% |
| Admin fee / account holder | $1,330 | $6,838-80.5% | $7,888-83.1% | $5,124-74.0% |