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 | $17,166 | $96,557-82.2% | $80,975-78.8% | $273,961-93.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.84% | 15.14%-0.3pp | 17.10%-2.3pp | 41.45%-26.6pp |
| Employer contribution / active EE | $1,529 | $4,868-68.6% | $3,714-58.8% | $4,869-68.6% |
| Participant deferral / active EE | $3,724 | $6,598-43.6% | $5,696-34.6% | $5,287-29.6% |
| Admin fee / account holder | $563 | $7,492-92.5% | $5,516-89.8% | $10,132-94.4% |