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 | $25,578 | $101,724-74.9% | $164,813-84.5% | $80,856-68.4% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.6%+18.1pp |
| Annual return | 12.97% | 16.72%-3.7pp | 69.93%-57.0pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,704 | $2,953-42.3% | $4,341-60.8% | $2,755-38.2% |
| Participant deferral / active EE | $4,688 | $4,477+4.7% | $6,031-22.3% | $4,296+9.1% |
| Admin fee / account holder | $1,685 | $8,227-79.5% | $12,690-86.7% | $6,918-75.7% |