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 | $10,068 | $88,707-88.7% | $74,183-86.4% | $273,961-96.3% |
| Participation rate | 78.9% | 79.4%-0.5pp | 76.6%+2.3pp | 83.0%-4.1pp |
| Annual return | 9.86% | 11.94%-2.1pp | 17.74%-7.9pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,155 | $3,159-63.5% | $2,370-51.3% | $4,869-76.3% |
| Participant deferral / active EE | $2,541 | $4,212-39.7% | $3,550-28.4% | $5,287-51.9% |
| Admin fee / account holder | $328 | $8,717-96.2% | $5,586-94.1% | $10,132-96.8% |