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 | $9,218 | $172,111-94.6% | $150,298-93.9% | $137,256-93.3% |
| Participation rate | 76.5% | 81.7%-5.2pp | 77.8%-1.3pp | 80.0%-3.5pp |
| Annual return | 15.41% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,410 | $4,636-69.6% | $4,154-66.1% | $4,156-66.1% |
| Participant deferral / active EE | $2,394 | $6,166-61.2% | $5,453-56.1% | $6,407-62.6% |
| Admin fee / account holder | $1,946 | $16,471-88.2% | $14,116-86.2% | $12,270-84.1% |