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 | $13,932 | $69,977-80.1% | $108,579-87.2% | $62,891-77.8% |
| Participation rate | 87.0% | 72.9%+14.1pp | 79.6%+7.4pp | 69.3%+17.7pp |
| Annual return | 8.84% | 10.73%-1.9pp | -51.70%+60.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,738 | $2,135-18.6% | $3,758-53.8% | $2,281-23.8% |
| Participant deferral / active EE | $3,180 | $3,165+0.5% | $4,311-26.2% | $3,203-0.7% |
| Admin fee / account holder | $477 | $5,076-90.6% | $7,645-93.8% | $4,296-88.9% |