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 | $19,187 | $80,968-76.3% | $96,544-80.1% | $75,163-74.5% |
| Participation rate | 95.9% | 71.8%+24.1pp | 76.0%+19.9pp | 67.2%+28.7pp |
| Annual return | 13.78% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,068 | $2,282-53.2% | $2,965-64.0% | $2,670-60.0% |
| Participant deferral / active EE | $2,987 | $3,928-24.0% | $4,851-38.4% | $4,125-27.6% |
| Admin fee / account holder | $2,867 | $6,724-57.4% | $8,252-65.3% | $5,651-49.3% |