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 | $12,259 | $72,492-83.1% | $87,100-85.9% | $72,985-83.2% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 19.84% | 24.46%-4.6pp | 28.19%-8.4pp | 81.00%-61.2pp |
| Employer contribution / active EE | $878 | $1,894-53.6% | $2,521-65.2% | $2,440-64.0% |
| Participant deferral / active EE | $2,261 | $3,270-30.8% | $4,049-44.1% | $3,607-37.3% |
| Admin fee / account holder | $1,618 | $5,055-68.0% | $7,497-78.4% | $5,124-68.4% |