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 | $18,799 | $76,552-75.4% | $123,892-84.8% | $62,891-70.1% |
| Participation rate | 93.8% | 73.0%+20.9pp | 81.4%+12.4pp | 69.3%+24.5pp |
| Annual return | 8.22% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,815 | $2,883-37.0% | $4,617-60.7% | $2,281-20.4% |
| Participant deferral / active EE | $3,950 | $4,840-18.4% | $5,984-34.0% | $3,203+23.3% |
| Admin fee / account holder | $864 | $4,826-82.1% | $8,357-89.7% | $4,296-79.9% |