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 | $17,959 | $135,952-86.8% | $123,892-85.5% | $273,961-93.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 8.73% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,751 | $5,170-66.1% | $4,617-62.1% | $4,869-64.0% |
| Participant deferral / active EE | $4,661 | $6,343-26.5% | $5,984-22.1% | $5,287-11.8% |
| Admin fee / account holder | $5,500 | $9,817-44.0% | $8,357-34.2% | $10,132-45.7% |