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 | $23,039 | $109,881-79.0% | $150,045-84.6% | $84,808-72.8% |
| Participation rate | 74.6% | 76.1%-1.5pp | 82.3%-7.7pp | 68.3%+6.3pp |
| Annual return | 16.14% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,535 | $3,561-56.9% | $4,693-67.3% | $2,631-41.7% |
| Participant deferral / active EE | $3,355 | $6,636-49.4% | $7,997-58.0% | $4,212-20.3% |
| Admin fee / account holder | $2,022 | $8,568-76.4% | $13,435-84.9% | $7,344-72.5% |