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 | $14,268 | $72,492-80.3% | $87,100-83.6% | $72,985-80.5% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.9%+11.8pp | 69.5%+19.2pp |
| Annual return | 22.94% | 24.46%-1.5pp | 28.19%-5.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,192 | $1,894-37.0% | $2,521-52.7% | $2,440-51.1% |
| Participant deferral / active EE | $3,312 | $3,270+1.3% | $4,049-18.2% | $3,607-8.2% |
| Admin fee / account holder | $4,098 | $5,055-18.9% | $7,497-45.3% | $5,124-20.0% |