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 | $15,540 | $64,348-75.8% | $90,160-82.8% | $70,131-77.8% |
| Participation rate | 92.9% | 70.4%+22.4pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 36.19% | 28.13%+8.1pp | 34.88%+1.3pp | 73.14%-36.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,797 | $4,389+32.1% | $5,288+9.6% | $3,332+74.0% |
| Admin fee / account holder | $647 | $3,944-83.6% | $5,943-89.1% | $4,645-86.1% |