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 | $18,815 | $65,041-71.1% | $90,951-79.3% | $79,858-76.4% |
| Participation rate | 86.1% | 61.6%+24.5pp | 69.0%+17.1pp | 69.6%+16.5pp |
| Annual return | 17.14% | 30.45%-13.3pp | 134.60%-117.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,359 | $1,247+9.0% | $2,122-36.0% | $2,471-45.0% |
| Participant deferral / active EE | $1,194 | $2,512-52.4% | $3,373-64.6% | $3,740-68.1% |
| Admin fee / account holder | $508 | $4,536-88.8% | $5,959-91.5% | $5,306-90.4% |