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 | $11,775 | $90,503-87.0% | $78,689-85.0% | $273,961-95.7% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 11.15% | 75.60%-64.4pp | 62.18%-51.0pp | 41.45%-30.3pp |
| Employer contribution / active EE | $2,487 | $3,176-21.7% | $2,851-12.7% | $4,869-48.9% |
| Participant deferral / active EE | $3,738 | $3,901-4.2% | $3,517+6.3% | $5,287-29.3% |
| Admin fee / account holder | $1,045 | $5,263-80.1% | $4,510-76.8% | $10,132-89.7% |