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 | $25,255 | $67,606-62.6% | $82,313-69.3% | $70,131-64.0% |
| Participation rate | 76.1% | 72.8%+3.3pp | 76.9%-0.8pp | 69.5%+6.6pp |
| Annual return | 22.60% | 21.57%+1.0pp | 25.88%-3.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $1,203 | $1,755-31.4% | $2,428-50.4% | $2,342-48.6% |
| Participant deferral / active EE | $1,866 | $2,987-37.5% | $3,706-49.7% | $3,332-44.0% |
| Admin fee / account holder | $1,772 | $4,512-60.7% | $5,608-68.4% | $4,645-61.9% |