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 | $12,075 | $56,897-78.8% | $84,750-85.8% | $62,891-80.8% |
| Participation rate | 83.8% | 68.5%+15.2pp | 76.6%+7.2pp | 69.3%+14.5pp |
| Annual return | 7.49% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,227 | $2,400-48.9% | $3,574-65.7% | $2,281-46.2% |
| Participant deferral / active EE | $1,353 | $2,709-50.0% | $3,712-63.5% | $3,203-57.7% |
| Admin fee / account holder | $485 | $3,581-86.4% | $5,332-90.9% | $4,296-88.7% |