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 | $15,094 | $99,341-84.8% | $84,750-82.2% | $273,961-94.5% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 10.38% | 22.93%-12.5pp | 22.78%-12.4pp | 41.45%-31.1pp |
| Employer contribution / active EE | $2,153 | $4,214-48.9% | $3,574-39.8% | $4,869-55.8% |
| Participant deferral / active EE | $4,650 | $4,269+8.9% | $3,712+25.3% | $5,287-12.0% |
| Admin fee / account holder | $734 | $6,644-88.9% | $5,332-86.2% | $10,132-92.8% |