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 | $18,310 | $91,552-80.0% | $133,956-86.3% | $79,858-77.1% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.1pp | 69.6%+24.3pp |
| Annual return | 17.39% | 61.85%-44.5pp | 45.09%-27.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,087 | $2,384-12.4% | $3,919-46.7% | $2,471-15.5% |
| Participant deferral / active EE | $2,889 | $3,733-22.6% | $5,048-42.8% | $3,740-22.8% |
| Admin fee / account holder | $2,151 | $6,321-66.0% | $8,927-75.9% | $5,306-59.5% |