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 | $22,585 | $62,586-63.9% | $76,768-70.6% | $64,186-64.8% |
| Participation rate | 94.4% | 72.8%+21.6pp | 77.0%+17.5pp | 69.6%+24.9pp |
| Annual return | 5.68% | -1.95%+7.6pp | 2.43%+3.2pp | 7.63%-2.0pp |
| Employer contribution / active EE | $1,189 | $1,832-35.1% | $2,485-52.1% | $2,381-50.0% |
| Participant deferral / active EE | $3,369 | $3,145+7.1% | $3,852-12.5% | $3,470-2.9% |
| Admin fee / account holder | $514 | $4,667-89.0% | $6,675-92.3% | $4,888-89.5% |