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 | $19,123 | $85,766-77.7% | $136,294-86.0% | $70,131-72.7% |
| Participation rate | 82.2% | 74.2%+8.0pp | 81.9%+0.3pp | 69.5%+12.7pp |
| Annual return | 16.49% | 31.45%-15.0pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,520 | $2,966-48.8% | $4,695-67.6% | $2,342-35.1% |
| Participant deferral / active EE | $4,449 | $5,051-11.9% | $6,247-28.8% | $3,332+33.5% |
| Admin fee / account holder | $1,472 | $5,420-72.8% | $9,243-84.1% | $4,645-68.3% |