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 | $18,214 | $76,552-76.2% | $123,892-85.3% | $62,891-71.0% |
| Participation rate | 88.1% | 73.0%+15.1pp | 81.4%+6.6pp | 69.3%+18.8pp |
| Annual return | 10.55% | 18.68%-8.1pp | 47.52%-37.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,511 | $2,883-47.6% | $4,617-67.3% | $2,281-33.8% |
| Participant deferral / active EE | $2,067 | $4,840-57.3% | $5,984-65.5% | $3,203-35.5% |
| Admin fee / account holder | $618 | $4,826-87.2% | $8,357-92.6% | $4,296-85.6% |