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 | $11,222 | $99,341-88.7% | $84,750-86.8% | $273,961-95.9% |
| Participation rate | 81.3% | 80.7%+0.6pp | 76.6%+4.7pp | 83.0%-1.8pp |
| Annual return | 11.48% | 22.93%-11.4pp | 22.78%-11.3pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,400 | $4,214-66.8% | $3,574-60.8% | $4,869-71.2% |
| Participant deferral / active EE | $4,240 | $4,269-0.7% | $3,712+14.2% | $5,287-19.8% |
| Admin fee / account holder | $593 | $6,644-91.1% | $5,332-88.9% | $10,132-94.1% |