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 | $20,084 | $80,731-75.1% | $103,374-80.6% | $74,546-73.1% |
| Participation rate | 71.8% | 65.7%+6.1pp | 74.5%-2.7pp | 67.2%+4.6pp |
| Annual return | 19.15% | 27.56%-8.4pp | 24.89%-5.7pp | 1366.03%-1346.9pp |
| Employer contribution / active EE | $1,371 | $3,158-56.6% | $3,869-64.6% | $2,624-47.8% |
| Participant deferral / active EE | $2,407 | $3,860-37.6% | $5,058-52.4% | $4,347-44.6% |
| Admin fee / account holder | $4,695 | $2,369+98.2% | $8,394-44.1% | $1,944+141.6% |