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 | $23,612 | $94,625-75.0% | $116,228-79.7% | $84,808-72.2% |
| Participation rate | 88.4% | 70.4%+17.9pp | 74.6%+13.8pp | 68.3%+20.1pp |
| Annual return | 16.73% | 20.40%-3.7pp | 90.06%-73.3pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,337 | $2,347-43.0% | $2,994-55.4% | $2,631-49.2% |
| Participant deferral / active EE | $3,611 | $3,972-9.1% | $4,953-27.1% | $4,212-14.3% |
| Admin fee / account holder | $1,482 | $10,091-85.3% | $11,989-87.6% | $7,344-79.8% |