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 | $10,756 | $99,341-89.2% | $84,750-87.3% | $273,961-96.1% |
| Participation rate | 78.9% | 80.7%-1.7pp | 76.6%+2.4pp | 83.0%-4.1pp |
| Annual return | 8.23% | 22.93%-14.7pp | 22.78%-14.6pp | 41.45%-33.2pp |
| Employer contribution / active EE | $669 | $4,214-84.1% | $3,574-81.3% | $4,869-86.3% |
| Participant deferral / active EE | $1,693 | $4,269-60.3% | $3,712-54.4% | $5,287-68.0% |
| Admin fee / account holder | $546 | $6,644-91.8% | $5,332-89.8% | $10,132-94.6% |