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 | $19,677 | $152,460-87.1% | $118,746-83.4% | $147,584-86.7% |
| Participation rate | 76.2% | 82.3%-6.1pp | 78.3%-2.1pp | 82.8%-6.6pp |
| Annual return | 22.97% | 17.41%+5.6pp | 24.54%-1.6pp | 578.55%-555.6pp |
| Employer contribution / active EE | $2,989 | $5,046-40.8% | $4,193-28.7% | $4,876-38.7% |
| Participant deferral / active EE | $4,007 | $6,212-35.5% | $5,332-24.9% | $5,439-26.3% |
| Admin fee / account holder | $1,237 | $16,953-92.7% | $10,720-88.5% | $10,885-88.6% |