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 | $22,993 | $69,977-67.1% | $108,579-78.8% | $62,891-63.4% |
| Participation rate | 84.4% | 72.9%+11.5pp | 79.6%+4.8pp | 69.3%+15.1pp |
| Annual return | 6.91% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,367 | $2,135-36.0% | $3,758-63.6% | $2,281-40.1% |
| Participant deferral / active EE | $3,231 | $3,165+2.1% | $4,311-25.0% | $3,203+0.9% |
| Admin fee / account holder | $4,489 | $5,076-11.6% | $7,645-41.3% | $4,296+4.5% |