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 | $16,100 | $72,012-77.6% | $185,823-91.3% | $79,858-79.8% |
| Participation rate | 96.8% | 65.8%+31.1pp | 78.0%+18.8pp | 69.6%+27.2pp |
| Annual return | 25.25% | 23.12%+2.1pp | 35.95%-10.7pp | 31.71%-6.5pp |
| Employer contribution / active EE | $1,121 | $1,965-42.9% | $4,087-72.6% | $2,471-54.6% |
| Participant deferral / active EE | $2,114 | $3,779-44.1% | $5,632-62.5% | $3,740-43.5% |
| Admin fee / account holder | $2,231 | $4,513-50.6% | $9,500-76.5% | $5,306-58.0% |