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 | $21,749 | $58,828-63.0% | $77,999-72.1% | $62,891-65.4% |
| Participation rate | 91.3% | 71.1%+20.2pp | 75.5%+15.7pp | 69.3%+21.9pp |
| Annual return | 9.27% | 17.16%-7.9pp | 425.96%-416.7pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,673 | $1,672+0.1% | $2,470-32.3% | $2,281-26.7% |
| Participant deferral / active EE | $1,455 | $2,686-45.8% | $3,497-58.4% | $3,203-54.6% |
| Admin fee / account holder | $910 | $4,393-79.3% | $5,480-83.4% | $4,296-78.8% |