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 | $21,746 | $78,672-72.4% | $109,143-80.1% | $85,850-74.7% |
| Participation rate | 70.0% | 68.3%+1.7pp | 75.9%-5.9pp | 69.3%+0.7pp |
| Annual return | 14.00% | 25.09%-11.1pp | 25.75%-11.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,875 | $2,735-31.4% | $3,722-49.6% | $2,565-26.9% |
| Participant deferral / active EE | $3,085 | $3,467-11.0% | $4,653-33.7% | $3,952-21.9% |
| Admin fee / account holder | $1,307 | $5,469-76.1% | $6,752-80.6% | $6,260-79.1% |