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 | $11,848 | $99,341-88.1% | $84,750-86.0% | $273,961-95.7% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 9.41% | 22.93%-13.5pp | 22.78%-13.4pp | 41.45%-32.0pp |
| Employer contribution / active EE | $2,912 | $4,214-30.9% | $3,574-18.5% | $4,869-40.2% |
| Participant deferral / active EE | $3,171 | $4,269-25.7% | $3,712-14.6% | $5,287-40.0% |
| Admin fee / account holder | $519 | $6,644-92.2% | $5,332-90.3% | $10,132-94.9% |