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 | $18,915 | $70,475-73.2% | $100,516-81.2% | $79,858-76.3% |
| Participation rate | 74.3% | 73.7%+0.6pp | 79.4%-5.1pp | 69.6%+4.7pp |
| Annual return | 19.84% | 21.90%-2.1pp | 30.89%-11.0pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,948 | $2,165-10.0% | $3,418-43.0% | $2,471-21.1% |
| Participant deferral / active EE | $3,504 | $5,181-32.4% | $6,270-44.1% | $3,740-6.3% |
| Admin fee / account holder | $4,805 | $4,478+7.3% | $8,081-40.5% | $5,306-9.4% |