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 | $19,766 | $127,777-84.5% | $106,548-81.4% | $167,490-88.2% |
| Participation rate | 95.7% | 78.3%+17.4pp | 76.1%+19.5pp | 82.1%+13.5pp |
| Annual return | 14.71% | 33.87%-19.2pp | 26.80%-12.1pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,430 | $3,427-58.3% | $2,819-49.3% | $4,837-70.4% |
| Participant deferral / active EE | $2,520 | $5,087-50.5% | $4,398-42.7% | $6,341-60.3% |
| Admin fee / account holder | $690 | $11,228-93.9% | $7,407-90.7% | $12,309-94.4% |