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 | $12,517 | $96,557-87.0% | $80,975-84.5% | $273,961-95.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.18% | 15.14%-9.0pp | 17.10%-10.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,507 | $4,868-48.5% | $3,714-32.5% | $4,869-48.5% |
| Participant deferral / active EE | $1,864 | $6,598-71.8% | $5,696-67.3% | $5,287-64.8% |
| Admin fee / account holder | $1,484 | $7,492-80.2% | $5,516-73.1% | $10,132-85.4% |