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 | $13,601 | $63,355-78.5% | $91,989-85.2% | $72,985-81.4% |
| Participation rate | 73.0% | 72.5%+0.5pp | 78.6%-5.7pp | 69.5%+3.5pp |
| Annual return | 26.22% | 35.35%-9.1pp | 69.02%-42.8pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,640 | $2,116-22.5% | $3,452-52.5% | $2,440-32.8% |
| Participant deferral / active EE | $2,289 | $4,883-53.1% | $5,923-61.4% | $3,607-36.6% |
| Admin fee / account holder | $1,208 | $4,668-74.1% | $7,743-84.4% | $5,124-76.4% |