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 | $16,552 | $78,422-78.9% | $95,952-82.8% | $79,858-79.3% |
| Participation rate | 88.6% | 73.5%+15.1pp | 77.1%+11.5pp | 69.6%+18.9pp |
| Annual return | 15.33% | 19.37%-4.0pp | 91.61%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,077 | $1,945-44.6% | $2,541-57.6% | $2,471-56.4% |
| Participant deferral / active EE | $3,799 | $3,440+10.5% | $4,167-8.8% | $3,740+1.6% |
| Admin fee / account holder | $1,168 | $5,622-79.2% | $6,795-82.8% | $5,306-78.0% |