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 | $25,214 | $86,929-71.0% | $102,423-75.4% | $80,856-68.8% |
| Participation rate | 83.9% | 72.4%+11.6pp | 76.5%+7.4pp | 67.6%+16.3pp |
| Annual return | 12.90% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,129 | $2,369-10.2% | $3,023-29.6% | $2,755-22.7% |
| Participant deferral / active EE | $3,553 | $4,118-13.7% | $5,053-29.7% | $4,296-17.3% |
| Admin fee / account holder | $3,464 | $8,049-57.0% | $9,451-63.3% | $6,918-49.9% |