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 | $19,896 | $87,733-77.3% | $106,548-81.3% | $85,850-76.8% |
| Participation rate | 88.7% | 71.9%+16.8pp | 76.1%+12.6pp | 69.3%+19.4pp |
| Annual return | 15.47% | 21.86%-6.4pp | 26.80%-11.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,670 | $2,073-19.4% | $2,819-40.8% | $2,565-34.9% |
| Participant deferral / active EE | $2,750 | $3,469-20.7% | $4,398-37.5% | $3,952-30.4% |
| Admin fee / account holder | $3,058 | $6,767-54.8% | $7,407-58.7% | $6,260-51.1% |