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 | $13,393 | $86,929-84.6% | $102,423-86.9% | $80,856-83.4% |
| Participation rate | 73.3% | 72.4%+1.0pp | 76.5%-3.2pp | 67.6%+5.7pp |
| Annual return | 13.14% | 18.88%-5.7pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,516 | $2,369-36.0% | $3,023-49.9% | $2,755-45.0% |
| Participant deferral / active EE | $2,032 | $4,118-50.6% | $5,053-59.8% | $4,296-52.7% |
| Admin fee / account holder | $1,414 | $8,049-82.4% | $9,451-85.0% | $6,918-79.6% |