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 | $14,246 | $84,233-83.1% | $170,442-91.6% | $70,131-79.7% |
| Participation rate | 75.6% | 70.8%+4.8pp | 83.6%-8.0pp | 69.5%+6.1pp |
| Annual return | 12.83% | 23.06%-10.2pp | 205.93%-193.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,026 | $3,387-69.7% | $5,433-81.1% | $2,342-56.2% |
| Participant deferral / active EE | $1,693 | $3,086-45.1% | $4,939-65.7% | $3,332-49.2% |
| Admin fee / account holder | $4,075 | $5,698-28.5% | $13,880-70.6% | $4,645-12.3% |