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 | $6,961 | $48,795-85.7% | $65,493-89.4% | $84,808-91.8% |
| Participation rate | 73.5% | 67.0%+6.5pp | 73.1%+0.4pp | 68.3%+5.2pp |
| Annual return | 15.79% | 20.20%-4.4pp | 982.45%-966.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,086 | $1,930-43.7% | $2,574-57.8% | $2,631-58.7% |
| Participant deferral / active EE | $2,041 | $2,928-30.3% | $3,961-48.5% | $4,212-51.5% |
| Admin fee / account holder | $1,022 | $3,877-73.6% | $5,028-79.7% | $7,344-86.1% |