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 | $21,436 | $67,606-68.3% | $82,313-74.0% | $70,131-69.4% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 17.10% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,488 | $1,755-15.2% | $2,428-38.7% | $2,342-36.5% |
| Participant deferral / active EE | $3,329 | $2,987+11.5% | $3,706-10.2% | $3,332-0.1% |
| Admin fee / account holder | $477 | $4,512-89.4% | $5,608-91.5% | $4,645-89.7% |