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 | $21,660 | $93,571-76.9% | $135,903-84.1% | $75,163-71.2% |
| Participation rate | 92.9% | 75.2%+17.8pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 21.71% | 30.90%-9.2pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,949 | $3,537-44.9% | $4,856-59.9% | $2,670-27.0% |
| Participant deferral / active EE | $2,647 | $6,404-58.7% | $7,758-65.9% | $4,125-35.8% |
| Admin fee / account holder | $1,221 | $6,975-82.5% | $10,762-88.7% | $5,651-78.4% |