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 | $10,371 | $45,438-77.2% | $80,004-87.0% | $59,632-82.6% |
| Participation rate | 70.4% | 63.7%+6.6pp | 73.0%-2.6pp | 68.7%+1.7pp |
| Annual return | 21.67% | 5.10%+16.6pp | 7.63%+14.0pp | 2041.28%-2019.6pp |
| Employer contribution / active EE | $771 | $1,236-37.6% | $2,473-68.8% | $2,203-65.0% |
| Participant deferral / active EE | $2,569 | $2,231+15.1% | $3,204-19.8% | $3,192-19.5% |
| Admin fee / account holder | $881 | $3,464-74.6% | $5,033-82.5% | $4,297-79.5% |