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 | $13,233 | $82,978-84.1% | $129,995-89.8% | $71,457-81.5% |
| Participation rate | 97.3% | 74.1%+23.2pp | 78.5%+18.8pp | 67.9%+29.4pp |
| Annual return | 22.78% | 20.60%+2.2pp | -137.18%+160.0pp | 28.85%-6.1pp |
| Employer contribution / active EE | $3,167 | $2,622+20.8% | $4,320-26.7% | $2,588+22.4% |
| Participant deferral / active EE | $2,959 | $4,432-33.2% | $5,820-49.2% | $4,289-31.0% |
| Admin fee / account holder | $1,785 | $1,729+3.3% | $10,614-83.2% | $1,587+12.5% |