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 | $28,365 | $95,803-70.4% | $113,168-74.9% | $84,808-66.6% |
| Participation rate | 92.3% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+24.0pp |
| Annual return | 24.26% | 25.00%-0.7pp | 24.27%0pp | 40.90%-16.6pp |
| Employer contribution / active EE | $1,281 | $2,360-45.7% | $2,975-56.9% | $2,631-51.3% |
| Participant deferral / active EE | $3,578 | $4,242-15.6% | $5,107-29.9% | $4,212-15.0% |
| Admin fee / account holder | $2,136 | $8,989-76.2% | $12,068-82.3% | $7,344-70.9% |