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 | $8,453 | $81,460-89.6% | $103,333-91.8% | $80,856-89.5% |
| Participation rate | 87.2% | 66.8%+20.4pp | 74.5%+12.7pp | 67.6%+19.6pp |
| Annual return | 13.65% | 25.55%-11.9pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $803 | $3,105-74.2% | $3,868-79.2% | $2,755-70.9% |
| Participant deferral / active EE | $2,780 | $3,869-28.1% | $5,057-45.0% | $4,296-35.3% |
| Admin fee / account holder | $815 | $6,566-87.6% | $8,355-90.2% | $6,918-88.2% |