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 | $17,791 | $70,428-74.7% | $96,562-81.6% | $85,850-79.3% |
| Participation rate | 73.1% | 61.8%+11.3pp | 69.8%+3.3pp | 69.3%+3.8pp |
| Annual return | 11.62% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $657 | $1,413-53.5% | $2,356-72.1% | $2,565-74.4% |
| Participant deferral / active EE | $1,621 | $2,894-44.0% | $3,849-57.9% | $3,952-59.0% |
| Admin fee / account holder | $2,432 | $4,997-51.3% | $6,181-60.7% | $6,260-61.2% |