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 | $6,724 | $52,580-87.2% | $71,671-90.6% | $70,131-90.4% |
| Participation rate | 73.0% | 60.9%+12.1pp | 68.7%+4.2pp | 69.5%+3.4pp |
| Annual return | 13.55% | 20.25%-6.7pp | 20.65%-7.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $878 | $1,616-45.7% | $2,460-64.3% | $2,342-62.5% |
| Participant deferral / active EE | $1,917 | $2,386-19.7% | $3,438-44.2% | $3,332-42.5% |
| Admin fee / account holder | $601 | $3,653-83.6% | $5,558-89.2% | $4,645-87.1% |