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 | $18,221 | $135,952-86.6% | $123,892-85.3% | $273,961-93.3% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 18.64% | 56.63%-38.0pp | 47.52%-28.9pp | 41.45%-22.8pp |
| Employer contribution / active EE | $1,673 | $5,170-67.6% | $4,617-63.8% | $4,869-65.6% |
| Participant deferral / active EE | $9,410 | $6,343+48.4% | $5,984+57.2% | $5,287+78.0% |
| Admin fee / account holder | $516 | $9,817-94.7% | $8,357-93.8% | $10,132-94.9% |