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 | $15,742 | $60,349-73.9% | $74,183-78.8% | $62,891-75.0% |
| Participation rate | 84.6% | 72.7%+11.9pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | 8.24% | 21.37%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,929 | $1,680+14.8% | $2,370-18.6% | $2,281-15.4% |
| Participant deferral / active EE | $3,028 | $2,856+6.0% | $3,550-14.7% | $3,203-5.5% |
| Admin fee / account holder | $538 | $4,261-87.4% | $5,586-90.4% | $4,296-87.5% |