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 | $21,298 | $81,446-73.9% | $103,374-79.4% | $80,874-73.7% |
| Participation rate | 93.5% | 66.9%+26.7pp | 74.5%+19.0pp | 67.6%+25.9pp |
| Annual return | 10.76% | 25.57%-14.8pp | 24.89%-14.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $2,378 | $3,107-23.5% | $3,869-38.5% | $2,756-13.7% |
| Participant deferral / active EE | $3,275 | $3,870-15.4% | $5,058-35.2% | $4,297-23.8% |
| Admin fee / account holder | $1,678 | $6,715-75.0% | $8,394-80.0% | $6,935-75.8% |