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 5-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 | $15,953 | $74,927-78.7% | $101,794-84.3% | $84,808-81.2% |
| Participation rate | 76.5% | 61.4%+15.1pp | 69.2%+7.3pp | 68.3%+8.2pp |
| Annual return | 17.90% | 18.70%-0.8pp | 30.53%-12.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,165 | $1,522-23.4% | $2,289-49.1% | $2,631-55.7% |
| Participant deferral / active EE | $2,735 | $3,099-11.8% | $4,084-33.0% | $4,212-35.1% |
| Admin fee / account holder | $1,005 | $6,514-84.6% | $8,777-88.5% | $7,344-86.3% |