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 | $7,798 | $73,933-89.5% | $96,683-91.9% | $75,163-89.6% |
| Participation rate | 89.2% | 66.4%+22.8pp | 74.3%+14.8pp | 67.2%+22.0pp |
| Annual return | 23.69% | 26.70%-3.0pp | 35.69%-12.0pp | 160.62%-136.9pp |
| Employer contribution / active EE | $2,678 | $2,928-8.5% | $3,737-28.3% | $2,670+0.3% |
| Participant deferral / active EE | $2,802 | $3,659-23.4% | $4,878-42.6% | $4,125-32.1% |
| Admin fee / account holder | $784 | $5,216-85.0% | $6,730-88.4% | $5,651-86.1% |