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 | $13,324 | $95,416-86.0% | $185,823-92.8% | $85,850-84.5% |
| Participation rate | 95.8% | 68.8%+27.1pp | 81.7%+14.1pp | 69.3%+26.5pp |
| Annual return | 17.19% | 23.59%-6.4pp | 122.05%-104.9pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,386 | $3,314-58.2% | $5,167-73.2% | $2,565-46.0% |
| Participant deferral / active EE | $3,556 | $3,423+3.9% | $5,568-36.1% | $3,952-10.0% |
| Admin fee / account holder | $972 | $7,213-86.5% | $16,237-94.0% | $6,260-84.5% |