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 | $18,450 | $58,512-68.5% | $84,015-78.0% | $72,985-74.7% |
| Participation rate | 83.9% | 61.2%+22.6pp | 69.0%+14.9pp | 69.5%+14.4pp |
| Annual return | 21.56% | 28.93%-7.4pp | 71.31%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,088 | $1,163-6.5% | $1,983-45.2% | $2,440-55.4% |
| Participant deferral / active EE | $2,550 | $2,394+6.5% | $3,239-21.3% | $3,607-29.3% |
| Admin fee / account holder | $1,633 | $4,569-64.3% | $6,101-73.2% | $5,124-68.1% |