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 | $17,555 | $54,541-67.8% | $78,778-77.7% | $70,131-75.0% |
| Participation rate | 75.8% | 60.8%+15.0pp | 69.2%+6.6pp | 69.5%+6.2pp |
| Annual return | 15.59% | 21.07%-5.5pp | 35.62%-20.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $295 | $1,089-72.9% | $1,986-85.1% | $2,342-87.4% |
| Participant deferral / active EE | $1,513 | $2,210-31.5% | $2,958-48.8% | $3,332-54.6% |
| Admin fee / account holder | $603 | $3,709-83.8% | $5,134-88.3% | $4,645-87.0% |