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 | $13,328 | $48,364-72.4% | $71,796-81.4% | $62,891-78.8% |
| Participation rate | 82.5% | 60.6%+21.9pp | 69.1%+13.4pp | 69.3%+13.2pp |
| Annual return | 7.05% | 13.16%-6.1pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $932 | $1,042-10.6% | $1,924-51.6% | $2,281-59.1% |
| Participant deferral / active EE | $1,349 | $2,091-35.5% | $2,794-51.7% | $3,203-57.9% |
| Admin fee / account holder | $1,624 | $3,771-56.9% | $4,815-66.3% | $4,296-62.2% |