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 | $15,496 | $60,349-74.3% | $74,183-79.1% | $62,891-75.4% |
| Participation rate | 92.3% | 72.7%+19.6pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 8.27% | 21.37%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,046 | $1,680+21.8% | $2,370-13.7% | $2,281-10.3% |
| Participant deferral / active EE | $2,813 | $2,856-1.5% | $3,550-20.8% | $3,203-12.2% |
| Admin fee / account holder | $1,421 | $4,261-66.6% | $5,586-74.6% | $4,296-66.9% |