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 | $24,803 | $83,477-70.3% | $125,175-80.2% | $72,985-66.0% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.8pp | 69.5%+24.1pp |
| Annual return | 19.16% | 25.78%-6.6pp | 43.79%-24.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,402 | $2,345-40.2% | $3,865-63.7% | $2,440-42.5% |
| Participant deferral / active EE | $1,760 | $3,585-50.9% | $4,937-64.4% | $3,607-51.2% |
| Admin fee / account holder | $723 | $5,517-86.9% | $9,702-92.5% | $5,124-85.9% |