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 | $25,869 | $83,477-69.0% | $125,175-79.3% | $72,985-64.6% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.5%+7.4pp |
| Annual return | 27.21% | 25.78%+1.4pp | 43.79%-16.6pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,608 | $2,345-31.5% | $3,865-58.4% | $2,440-34.1% |
| Participant deferral / active EE | $2,524 | $3,585-29.6% | $4,937-48.9% | $3,607-30.0% |
| Admin fee / account holder | $1,414 | $5,517-74.4% | $9,702-85.4% | $5,124-72.4% |