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 | $20,169 | $80,724-75.0% | $103,333-80.5% | $74,495-72.9% |
| Participation rate | 86.8% | 65.7%+21.1pp | 74.5%+12.3pp | 67.2%+19.6pp |
| Annual return | 12.06% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,872 | $3,157-40.7% | $3,868-51.6% | $2,623-28.6% |
| Participant deferral / active EE | $2,479 | $3,860-35.8% | $5,057-51.0% | $4,346-43.0% |
| Admin fee / account holder | $3,199 | $2,368+35.1% | $8,355-61.7% | $1,942+64.7% |