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 | $16,530 | $60,349-72.6% | $74,183-77.7% | $62,891-73.7% |
| Participation rate | 96.9% | 72.7%+24.1pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 5.39% | 21.37%-16.0pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,807 | $1,680+126.6% | $2,370+60.6% | $2,281+66.9% |
| Participant deferral / active EE | $1,309 | $2,856-54.2% | $3,550-63.1% | $3,203-59.1% |
| Admin fee / account holder | $888 | $4,261-79.2% | $5,586-84.1% | $4,296-79.3% |