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 | $18,798 | $215,361-91.3% | $171,082-89.0% | $273,961-93.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 76.7%-4.0pp | 83.0%-10.3pp |
| Annual return | 12.27% | 25.14%-12.9pp | 32.56%-20.3pp | 41.45%-29.2pp |
| Employer contribution / active EE | $2,291 | $4,967-53.9% | $4,002-42.8% | $4,869-52.9% |
| Participant deferral / active EE | $4,135 | $5,543-25.4% | $4,797-13.8% | $5,287-21.8% |
| Admin fee / account holder | $1,919 | $10,846-82.3% | $8,520-77.5% | $10,132-81.1% |