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 | $32,024 | $95,803-66.6% | $113,168-71.7% | $84,808-62.2% |
| Participation rate | 84.1% | 72.9%+11.2pp | 76.6%+7.5pp | 68.3%+15.8pp |
| Annual return | 13.12% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,375 | $2,360-41.7% | $2,975-53.8% | $2,631-47.7% |
| Participant deferral / active EE | $2,719 | $4,242-35.9% | $5,107-46.8% | $4,212-35.4% |
| Admin fee / account holder | $2,959 | $8,989-67.1% | $12,068-75.5% | $7,344-59.7% |