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 | $28,417 | $86,929-67.3% | $102,423-72.3% | $80,856-64.9% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.6%+29.1pp |
| Annual return | 11.98% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,619 | $2,369+10.5% | $3,023-13.4% | $2,755-4.9% |
| Participant deferral / active EE | $4,264 | $4,118+3.5% | $5,053-15.6% | $4,296-0.7% |
| Admin fee / account holder | $4,434 | $8,049-44.9% | $9,451-53.1% | $6,918-35.9% |