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 | $9,614 | $65,696-85.4% | $56,429-83.0% | $147,584-93.5% |
| Participation rate | 81.8% | 85.5%-3.7pp | 80.0%+1.8pp | 82.8%-1.0pp |
| Annual return | 13.12% | 13.32%-0.2pp | 19.04%-5.9pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,728 | $4,121-58.1% | $3,405-49.2% | $4,876-64.6% |
| Participant deferral / active EE | $5,271 | $4,876+8.1% | $3,951+33.4% | $5,439-3.1% |
| Admin fee / account holder | $1,452 | $5,947-75.6% | $4,466-67.5% | $10,885-86.7% |