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 | $12,425 | $52,836-76.5% | $105,738-88.2% | $64,186-80.6% |
| Participation rate | 97.6% | 66.5%+31.0pp | 76.3%+21.2pp | 69.6%+28.0pp |
| Annual return | -7.07% | 14.30%-21.4pp | 6.27%-13.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,280 | $1,827-30.0% | $3,268-60.9% | $2,381-46.3% |
| Participant deferral / active EE | $2,795 | $2,545+9.8% | $4,080-31.5% | $3,470-19.4% |
| Admin fee / account holder | $2,876 | $3,959-27.4% | $6,913-58.4% | $4,888-41.2% |