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 | $10,040 | $77,634-87.1% | $156,549-93.6% | $62,891-84.0% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 8.00% | 50.32%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,149 | $3,444-66.6% | $5,501-79.1% | $2,281-49.6% |
| Participant deferral / active EE | $1,943 | $3,045-36.2% | $4,871-60.1% | $3,203-39.3% |
| Admin fee / account holder | $352 | $5,561-93.7% | $13,027-97.3% | $4,296-91.8% |