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 | $14,899 | $60,349-75.3% | $74,183-79.9% | $62,891-76.3% |
| Participation rate | 97.9% | 72.7%+25.1pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | 17.47% | 21.37%-3.9pp | 17.74%-0.3pp | 20.14%-2.7pp |
| Employer contribution / active EE | $2,344 | $1,680+39.5% | $2,370-1.1% | $2,281+2.7% |
| Participant deferral / active EE | $2,303 | $2,856-19.4% | $3,550-35.1% | $3,203-28.1% |
| Admin fee / account holder | $1,533 | $4,261-64.0% | $5,586-72.6% | $4,296-64.3% |