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 | $15,573 | $99,341-84.3% | $84,750-81.6% | $273,961-94.3% |
| Participation rate | 76.2% | 80.7%-4.5pp | 76.6%-0.4pp | 83.0%-6.8pp |
| Annual return | 7.89% | 22.93%-15.0pp | 22.78%-14.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,420 | $4,214-66.3% | $3,574-60.3% | $4,869-70.8% |
| Participant deferral / active EE | $1,993 | $4,269-53.3% | $3,712-46.3% | $5,287-62.3% |
| Admin fee / account holder | $1,188 | $6,644-82.1% | $5,332-77.7% | $10,132-88.3% |