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 | $9,747 | $39,122-75.1% | $57,179-83.0% | $62,891-84.5% |
| Participation rate | 93.9% | 70.5%+23.4pp | 75.3%+18.5pp | 69.3%+24.6pp |
| Annual return | 7.10% | 9.23%-2.1pp | 14.59%-7.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,238 | $1,874-34.0% | $2,682-53.9% | $2,281-45.7% |
| Participant deferral / active EE | $1,815 | $2,374-23.6% | $3,096-41.4% | $3,203-43.3% |
| Admin fee / account holder | $2,233 | $2,592-13.9% | $3,139-28.9% | $4,296-48.0% |