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 | $25,161 | $80,968-68.9% | $96,544-73.9% | $75,163-66.5% |
| Participation rate | 76.7% | 71.8%+4.9pp | 76.0%+0.7pp | 67.2%+9.5pp |
| Annual return | 13.88% | 27.06%-13.2pp | 25.84%-12.0pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,916 | $2,282-16.1% | $2,965-35.4% | $2,670-28.3% |
| Participant deferral / active EE | $5,658 | $3,928+44.0% | $4,851+16.6% | $4,125+37.2% |
| Admin fee / account holder | $17,640 | $6,724+162.3% | $8,252+113.8% | $5,651+212.2% |