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 | $16,374 | $135,952-88.0% | $123,892-86.8% | $273,961-94.0% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 18.05% | 56.63%-38.6pp | 47.52%-29.5pp | 41.45%-23.4pp |
| Employer contribution / active EE | $3,045 | $5,170-41.1% | $4,617-34.0% | $4,869-37.5% |
| Participant deferral / active EE | $4,297 | $6,343-32.2% | $5,984-28.2% | $5,287-18.7% |
| Admin fee / account holder | $350 | $9,817-96.4% | $8,357-95.8% | $10,132-96.5% |