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 | $7,269 | $39,122-81.4% | $57,179-87.3% | $62,891-88.4% |
| Participation rate | 93.3% | 70.5%+22.8pp | 75.3%+18.0pp | 69.3%+24.0pp |
| Annual return | 17.78% | 9.23%+8.5pp | 14.59%+3.2pp | 20.14%-2.4pp |
| Employer contribution / active EE | $1,574 | $1,874-16.0% | $2,682-41.3% | $2,281-31.0% |
| Participant deferral / active EE | $2,730 | $2,374+15.0% | $3,096-11.8% | $3,203-14.8% |
| Admin fee / account holder | $767 | $2,592-70.4% | $3,139-75.6% | $4,296-82.1% |