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 | $3,601 | $54,762-93.4% | $90,281-96.0% | $72,985-95.1% |
| Participation rate | 72.1% | 65.1%+6.9pp | 73.3%-1.2pp | 69.5%+2.6pp |
| Annual return | 21.19% | 30.63%-9.4pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $451 | $2,092-78.5% | $2,854-84.2% | $2,440-81.5% |
| Participant deferral / active EE | $1,087 | $2,887-62.4% | $3,885-72.0% | $3,607-69.9% |
| Admin fee / account holder | $331 | $3,972-91.7% | $5,351-93.8% | $5,124-93.5% |