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 5-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 | $10,586 | $85,515-87.6% | $112,040-90.6% | $67,986-84.4% |
| Participation rate | 86.1% | 68.2%+17.9pp | 76.5%+9.6pp | 57.2%+28.9pp |
| Annual return | 19.68% | 29.68%-10.0pp | 24.52%-4.8pp | 31.67%-12.0pp |
| Employer contribution / active EE | $1,166 | $2,191-46.8% | $2,954-60.5% | $2,019-42.2% |
| Participant deferral / active EE | $2,821 | $4,014-29.7% | $5,098-44.7% | $3,358-16.0% |
| Admin fee / account holder | $1,236 | $3,774-67.3% | $12,098-89.8% | $3,203-61.4% |