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 | $19,935 | $103,376-80.7% | $87,100-77.1% | $152,861-87.0% |
| Participation rate | 77.8% | 79.3%-1.6pp | 76.9%+0.9pp | 82.4%-4.7pp |
| Annual return | 25.35% | 28.10%-2.7pp | 28.19%-2.8pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,066 | $3,220-66.9% | $2,521-57.7% | $4,762-77.6% |
| Participant deferral / active EE | $3,521 | $4,778-26.3% | $4,049-13.0% | $5,850-39.8% |
| Admin fee / account holder | $630 | $12,205-94.8% | $7,497-91.6% | $11,596-94.6% |