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 | $5,144 | $43,327-88.1% | $59,878-91.4% | $64,186-92.0% |
| Participation rate | 95.8% | 69.2%+26.7pp | 74.7%+21.1pp | 69.6%+26.3pp |
| Annual return | 8.92% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.3pp |
| Employer contribution / active EE | $1,200 | $2,028-40.8% | $2,722-55.9% | $2,381-49.6% |
| Participant deferral / active EE | $1,403 | $2,546-44.9% | $3,402-58.8% | $3,470-59.6% |
| Admin fee / account holder | $485 | $3,005-83.9% | $3,590-86.5% | $4,888-90.1% |