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 | $17,886 | $135,952-86.8% | $123,892-85.6% | $273,961-93.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 12.36% | 56.63%-44.3pp | 47.52%-35.2pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,527 | $5,170-70.5% | $4,617-66.9% | $4,869-68.6% |
| Participant deferral / active EE | $3,089 | $6,343-51.3% | $5,984-48.4% | $5,287-41.6% |
| Admin fee / account holder | $689 | $9,817-93.0% | $8,357-91.8% | $10,132-93.2% |