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 | $29,187 | $94,031-69.0% | $115,768-74.8% | $82,448-64.6% |
| Participation rate | 86.8% | 70.4%+16.4pp | 74.4%+12.4pp | 68.1%+18.8pp |
| Annual return | 13.69% | 20.61%-6.9pp | 100.46%-86.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,415 | $2,323-39.1% | $2,940-51.9% | $2,551-44.5% |
| Participant deferral / active EE | $3,466 | $3,972-12.7% | $4,917-29.5% | $4,139-16.3% |
| Admin fee / account holder | $5,470 | $10,249-46.6% | $12,439-56.0% | $7,234-24.4% |