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 | $29,243 | $181,894-83.9% | $156,549-81.3% | $273,961-89.3% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 8.89% | 30.74%-21.9pp | 32.23%-23.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,518 | $6,248-59.7% | $5,501-54.2% | $4,869-48.3% |
| Participant deferral / active EE | $4,806 | $5,550-13.4% | $4,871-1.3% | $5,287-9.1% |
| Admin fee / account holder | $610 | $15,559-96.1% | $13,027-95.3% | $10,132-94.0% |