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 | $16,975 | $72,277-76.5% | $101,248-83.2% | $79,858-78.7% |
| Participation rate | 98.2% | 68.5%+29.8pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | 19.52% | 22.30%-2.8pp | 46.47%-26.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,071 | $2,692-23.1% | $3,660-43.4% | $2,471-16.2% |
| Participant deferral / active EE | $3,044 | $3,282-7.2% | $4,370-30.3% | $3,740-18.6% |
| Admin fee / account holder | $1,109 | $4,400-74.8% | $5,945-81.4% | $5,306-79.1% |