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 | $4,726 | $76,552-93.8% | $123,892-96.2% | $62,891-92.5% |
| Participation rate | 82.9% | 73.0%+9.9pp | 81.4%+1.4pp | 69.3%+13.6pp |
| Annual return | 13.66% | 18.68%-5.0pp | 47.52%-33.9pp | 20.14%-6.5pp |
| Employer contribution / active EE | $1,123 | $2,883-61.0% | $4,617-75.7% | $2,281-50.8% |
| Participant deferral / active EE | $3,105 | $4,840-35.9% | $5,984-48.1% | $3,203-3.1% |
| Admin fee / account holder | $493 | $4,826-89.8% | $8,357-94.1% | $4,296-88.5% |