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 | $16,430 | $78,422-79.0% | $95,952-82.9% | $79,858-79.4% |
| Participation rate | 95.3% | 73.5%+21.8pp | 77.1%+18.2pp | 69.6%+25.7pp |
| Annual return | 12.97% | 19.37%-6.4pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $835 | $1,945-57.0% | $2,541-67.1% | $2,471-66.2% |
| Participant deferral / active EE | $2,730 | $3,440-20.6% | $4,167-34.5% | $3,740-27.0% |
| Admin fee / account holder | $652 | $5,622-88.4% | $6,795-90.4% | $5,306-87.7% |