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 | $11,430 | $104,251-89.0% | $91,001-87.4% | $147,584-92.3% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 9.69% | 27.06%-17.4pp | 4.60%+5.1pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,246 | $3,116-60.0% | $2,456-49.3% | $4,876-74.5% |
| Participant deferral / active EE | $2,426 | $4,195-42.2% | $3,547-31.6% | $5,439-55.4% |
| Admin fee / account holder | $735 | $8,948-91.8% | $5,417-86.4% | $10,885-93.2% |