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 | $19,277 | $76,552-74.8% | $123,892-84.4% | $62,891-69.3% |
| Participation rate | 77.1% | 73.0%+4.2pp | 81.4%-4.3pp | 69.3%+7.8pp |
| Annual return | 6.37% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,237 | $2,883-57.1% | $4,617-73.2% | $2,281-45.8% |
| Participant deferral / active EE | $2,623 | $4,840-45.8% | $5,984-56.2% | $3,203-18.1% |
| Admin fee / account holder | $745 | $4,826-84.6% | $8,357-91.1% | $4,296-82.7% |