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 | $27,627 | $192,717-85.7% | $142,449-80.6% | $139,434-80.2% |
| Participation rate | 72.7% | 81.5%-8.7pp | 76.8%-4.1pp | 80.3%-7.6pp |
| Annual return | 27.74% | 17.99%+9.7pp | 19.99%+7.7pp | 372.94%-345.2pp |
| Employer contribution / active EE | $3,261 | $5,806-43.8% | $4,847-32.7% | $4,751-31.4% |
| Participant deferral / active EE | $5,974 | $7,208-17.1% | $6,283-4.9% | $6,710-11.0% |
| Admin fee / account holder | $1,318 | $15,124-91.3% | $10,011-86.8% | $11,403-88.4% |