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 | $19,481 | $135,952-85.7% | $123,892-84.3% | $273,961-92.9% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 3.85% | 56.63%-52.8pp | 47.52%-43.7pp | 41.45%-37.6pp |
| Employer contribution / active EE | $3,665 | $5,170-29.1% | $4,617-20.6% | $4,869-24.7% |
| Participant deferral / active EE | $6,901 | $6,343+8.8% | $5,984+15.3% | $5,287+30.5% |
| Admin fee / account holder | $2,208 | $9,817-77.5% | $8,357-73.6% | $10,132-78.2% |