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 | $11,314 | $49,227-77.0% | $70,449-83.9% | $79,858-85.8% |
| Participation rate | 72.3% | 69.2%+3.2pp | 75.1%-2.7pp | 69.6%+2.7pp |
| Annual return | 16.51% | 30.06%-13.6pp | 109.03%-92.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $817 | $2,099-61.1% | $2,737-70.2% | $2,471-66.9% |
| Participant deferral / active EE | $1,907 | $2,768-31.1% | $3,709-48.6% | $3,740-49.0% |
| Admin fee / account holder | $589 | $2,878-79.5% | $3,845-84.7% | $5,306-88.9% |