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 | $19,763 | $60,349-67.3% | $74,183-73.4% | $62,891-68.6% |
| Participation rate | 76.1% | 72.7%+3.4pp | 76.6%-0.5pp | 69.3%+6.8pp |
| Annual return | 9.27% | 21.37%-12.1pp | 17.74%-8.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,083 | $1,680-35.6% | $2,370-54.3% | $2,281-52.5% |
| Participant deferral / active EE | $1,697 | $2,856-40.6% | $3,550-52.2% | $3,203-47.0% |
| Admin fee / account holder | $800 | $4,261-81.2% | $5,586-85.7% | $4,296-81.4% |