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 | $21,412 | $69,977-69.4% | $108,579-80.3% | $62,891-66.0% |
| Participation rate | 72.1% | 72.9%-0.8pp | 79.6%-7.5pp | 69.3%+2.8pp |
| Annual return | 16.60% | 10.73%+5.9pp | -51.70%+68.3pp | 20.14%-3.5pp |
| Employer contribution / active EE | $6,305 | $2,135+195.3% | $3,758+67.8% | $2,281+176.4% |
| Participant deferral / active EE | $2,462 | $3,165-22.2% | $4,311-42.9% | $3,203-23.1% |
| Admin fee / account holder | $421 | $5,076-91.7% | $7,645-94.5% | $4,296-90.2% |