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 | $17,838 | $48,364-63.1% | $71,796-75.2% | $62,891-71.6% |
| Participation rate | 82.1% | 60.6%+21.5pp | 69.1%+13.0pp | 69.3%+12.8pp |
| Annual return | 6.72% | 13.16%-6.4pp | 78.04%-71.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $755 | $1,042-27.5% | $1,924-60.8% | $2,281-66.9% |
| Participant deferral / active EE | $1,005 | $2,091-51.9% | $2,794-64.0% | $3,203-68.6% |
| Admin fee / account holder | $2,407 | $3,771-36.2% | $4,815-50.0% | $4,296-44.0% |