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 | $16,059 | $65,041-75.3% | $90,951-82.3% | $79,858-79.9% |
| Participation rate | 94.3% | 61.6%+32.7pp | 69.0%+25.3pp | 69.6%+24.7pp |
| Annual return | 18.36% | 30.45%-12.1pp | 134.60%-116.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,357 | $1,247+8.8% | $2,122-36.1% | $2,471-45.1% |
| Participant deferral / active EE | $2,900 | $2,512+15.5% | $3,373-14.0% | $3,740-22.5% |
| Admin fee / account holder | $408 | $4,536-91.0% | $5,959-93.2% | $5,306-92.3% |