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 | $32,609 | $109,359-70.2% | $162,163-79.9% | $72,985-55.3% |
| Participation rate | 73.1% | 84.3%-11.2pp | 87.6%-14.5pp | 69.5%+3.6pp |
| Annual return | 21.55% | 25.46%-3.9pp | 115.59%-94.0pp | 81.00%-59.5pp |
| Employer contribution / active EE | $3,114 | $3,907-20.3% | $5,614-44.5% | $2,440+27.6% |
| Participant deferral / active EE | $5,445 | $5,481-0.7% | $7,298-25.4% | $3,607+50.9% |
| Admin fee / account holder | $2,023 | $7,972-74.6% | $10,843-81.3% | $5,124-60.5% |