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 | $6,315 | $58,523-89.2% | $99,443-93.6% | $72,985-91.3% |
| Participation rate | 97.2% | 64.6%+32.6pp | 73.8%+23.4pp | 69.5%+27.7pp |
| Annual return | 31.80% | 28.51%+3.3pp | 30.72%+1.1pp | 81.00%-49.2pp |
| Employer contribution / active EE | $1,090 | $1,512-27.9% | $2,540-57.1% | $2,440-55.3% |
| Participant deferral / active EE | $1,989 | $2,606-23.7% | $3,619-45.0% | $3,607-44.9% |
| Admin fee / account holder | $634 | $4,102-84.5% | $6,250-89.9% | $5,124-87.6% |