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 | $15,681 | $77,314-79.7% | $177,989-91.2% | $80,856-80.6% |
| Participation rate | 94.3% | 65.7%+28.6pp | 77.1%+17.2pp | 67.6%+26.6pp |
| Annual return | 18.74% | 18.09%+0.7pp | 294.48%-275.7pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,904 | $2,292-16.9% | $3,949-51.8% | $2,755-30.9% |
| Participant deferral / active EE | $3,441 | $4,411-22.0% | $6,276-45.2% | $4,296-19.9% |
| Admin fee / account holder | $2,108 | $7,191-70.7% | $10,363-79.7% | $6,918-69.5% |