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 | $15,155 | $77,813-80.5% | $123,544-87.7% | $64,186-76.4% |
| Participation rate | 94.6% | 74.7%+19.9pp | 82.3%+12.3pp | 69.6%+25.0pp |
| Annual return | 2.31% | 12.48%-10.2pp | 119.20%-116.9pp | 7.63%-5.3pp |
| Employer contribution / active EE | $1,325 | $3,014-56.0% | $4,628-71.4% | $2,381-44.3% |
| Participant deferral / active EE | $5,142 | $5,240-1.9% | $6,426-20.0% | $3,470+48.2% |
| Admin fee / account holder | $729 | $5,519-86.8% | $9,284-92.1% | $4,888-85.1% |