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 | $12,680 | $74,927-83.1% | $101,794-87.5% | $84,808-85.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 15.83% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,880 | $1,522+23.5% | $2,289-17.9% | $2,631-28.5% |
| Participant deferral / active EE | $1,862 | $3,099-39.9% | $4,084-54.4% | $4,212-55.8% |
| Admin fee / account holder | $4,425 | $6,514-32.1% | $8,777-49.6% | $7,344-39.7% |