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 | $15,412 | $81,460-81.1% | $103,333-85.1% | $80,856-80.9% |
| Participation rate | 85.1% | 66.8%+18.2pp | 74.5%+10.5pp | 67.6%+17.4pp |
| Annual return | 20.29% | 25.55%-5.3pp | 24.88%-4.6pp | 35.59%-15.3pp |
| Employer contribution / active EE | $2,510 | $3,105-19.2% | $3,868-35.1% | $2,755-8.9% |
| Participant deferral / active EE | $4,361 | $3,869+12.7% | $5,057-13.8% | $4,296+1.5% |
| Admin fee / account holder | $1,545 | $6,566-76.5% | $8,355-81.5% | $6,918-77.7% |