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 | $23,720 | $67,411-64.8% | $91,001-73.9% | $70,131-66.2% |
| Participation rate | 89.3% | 71.4%+17.9pp | 75.6%+13.7pp | 69.5%+19.7pp |
| Annual return | 16.09% | -40.16%+56.3pp | 4.60%+11.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,053 | $1,786+15.0% | $2,456-16.4% | $2,342-12.3% |
| Participant deferral / active EE | $3,765 | $2,823+33.4% | $3,547+6.1% | $3,332+13.0% |
| Admin fee / account holder | $638 | $4,236-84.9% | $5,417-88.2% | $4,645-86.3% |