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 | $25,082 | $78,422-68.0% | $95,952-73.9% | $79,858-68.6% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 17.09% | 19.37%-2.3pp | 91.61%-74.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,917 | $1,945-1.4% | $2,541-24.6% | $2,471-22.4% |
| Participant deferral / active EE | $3,731 | $3,440+8.5% | $4,167-10.5% | $3,740-0.2% |
| Admin fee / account holder | $2,347 | $5,622-58.3% | $6,795-65.5% | $5,306-55.8% |