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 | $10,987 | $67,606-83.7% | $82,313-86.7% | $70,131-84.3% |
| Participation rate | 73.2% | 72.8%+0.4pp | 76.9%-3.7pp | 69.5%+3.6pp |
| Annual return | 16.20% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,238 | $1,755-29.4% | $2,428-49.0% | $2,342-47.1% |
| Participant deferral / active EE | $2,284 | $2,987-23.5% | $3,706-38.4% | $3,332-31.4% |
| Admin fee / account holder | $1,056 | $4,512-76.6% | $5,608-81.2% | $4,645-77.3% |