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 | $15,045 | $89,355-83.2% | $141,162-89.3% | $72,985-79.4% |
| Participation rate | 89.1% | 75.1%+14.0pp | 82.5%+6.7pp | 69.5%+19.6pp |
| Annual return | 24.51% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,423 | $3,114-54.3% | $4,735-69.9% | $2,440-41.7% |
| Participant deferral / active EE | $3,774 | $5,418-30.3% | $6,709-43.7% | $3,607+4.6% |
| Admin fee / account holder | $409 | $5,958-93.1% | $10,261-96.0% | $5,124-92.0% |