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 | $13,760 | $65,365-78.9% | $92,893-85.2% | $72,985-81.1% |
| Participation rate | 75.3% | 68.3%+7.0pp | 76.0%-0.7pp | 69.5%+5.8pp |
| Annual return | 25.31% | 42.10%-16.8pp | 109.41%-84.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,097 | $2,594-57.7% | $3,653-70.0% | $2,440-55.0% |
| Participant deferral / active EE | $2,186 | $3,128-30.1% | $4,236-48.4% | $3,607-39.4% |
| Admin fee / account holder | $456 | $4,251-89.3% | $5,794-92.1% | $5,124-91.1% |