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 | $22,301 | $67,606-67.0% | $82,313-72.9% | $70,131-68.2% |
| Participation rate | 98.6% | 72.8%+25.9pp | 76.9%+21.8pp | 69.5%+29.1pp |
| Annual return | 17.13% | 21.57%-4.4pp | 25.88%-8.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,119 | $1,755-36.2% | $2,428-53.9% | $2,342-52.2% |
| Participant deferral / active EE | $2,966 | $2,987-0.7% | $3,706-20.0% | $3,332-11.0% |
| Admin fee / account holder | $514 | $4,512-88.6% | $5,608-90.8% | $4,645-88.9% |