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 | $18,822 | $66,764-71.8% | $88,497-78.7% | $62,891-70.1% |
| Participation rate | 95.7% | 77.3%+18.5pp | 82.4%+13.3pp | 69.3%+26.4pp |
| Annual return | 9.78% | 10.37%-0.6pp | 7.63%+2.1pp | 20.14%-10.4pp |
| Employer contribution / active EE | $3,176 | $3,077+3.2% | $4,036-21.3% | $2,281+39.2% |
| Participant deferral / active EE | $3,342 | $3,976-15.9% | $4,899-31.8% | $3,203+4.3% |
| Admin fee / account holder | $1,966 | $4,668-57.9% | $6,220-68.4% | $4,296-54.2% |