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 | $30,107 | $95,803-68.6% | $113,168-73.4% | $84,808-64.5% |
| Participation rate | 86.8% | 72.9%+14.0pp | 76.6%+10.3pp | 68.3%+18.5pp |
| Annual return | 13.08% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,641 | $2,360-30.5% | $2,975-44.8% | $2,631-37.6% |
| Participant deferral / active EE | $3,919 | $4,242-7.6% | $5,107-23.3% | $4,212-6.9% |
| Admin fee / account holder | $2,762 | $8,989-69.3% | $12,068-77.1% | $7,344-62.4% |