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 | $25,116 | $79,944-68.6% | $98,439-74.5% | $75,163-66.6% |
| Participation rate | 89.6% | 70.4%+19.2pp | 75.2%+14.4pp | 67.2%+22.4pp |
| Annual return | 17.70% | 19.75%-2.1pp | 21.16%-3.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,031 | $2,264-10.3% | $3,048-33.4% | $2,670-23.9% |
| Participant deferral / active EE | $3,925 | $3,752+4.6% | $4,738-17.2% | $4,125-4.9% |
| Admin fee / account holder | $1,088 | $6,840-84.1% | $8,948-87.8% | $5,651-80.7% |