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 | $14,323 | $88,707-83.9% | $74,183-80.7% | $273,961-94.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.63% | 11.94%-4.3pp | 17.74%-10.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,591 | $3,159-49.7% | $2,370-32.9% | $4,869-67.3% |
| Participant deferral / active EE | $1,855 | $4,212-56.0% | $3,550-47.7% | $5,287-64.9% |
| Admin fee / account holder | $1,684 | $8,717-80.7% | $5,586-69.9% | $10,132-83.4% |