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 | $27,877 | $83,477-66.6% | $125,175-77.7% | $72,985-61.8% |
| Participation rate | 78.1% | 73.3%+4.8pp | 79.8%-1.7pp | 69.5%+8.6pp |
| Annual return | 21.74% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,683 | $2,345-28.2% | $3,865-56.5% | $2,440-31.0% |
| Participant deferral / active EE | $3,182 | $3,585-11.2% | $4,937-35.5% | $3,607-11.8% |
| Admin fee / account holder | $357 | $5,517-93.5% | $9,702-96.3% | $5,124-93.0% |