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 | $23,348 | $65,703-64.5% | $94,224-75.2% | $59,632-60.8% |
| Participation rate | 91.4% | 72.1%+19.2pp | 78.8%+12.6pp | 68.7%+22.7pp |
| Annual return | 1.01% | 5.22%-4.2pp | 10.68%-9.7pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $1,570 | $2,021-22.3% | $3,587-56.2% | $2,203-28.7% |
| Participant deferral / active EE | $2,313 | $3,143-26.4% | $4,320-46.5% | $3,192-27.5% |
| Admin fee / account holder | $3,427 | $4,264-19.6% | $6,269-45.3% | $4,297-20.2% |