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 | $9,245 | $52,836-82.5% | $105,738-91.3% | $64,186-85.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -5.47% | 14.30%-19.8pp | 6.27%-11.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,900 | $1,827+58.7% | $3,268-11.3% | $2,381+21.8% |
| Participant deferral / active EE | $2,214 | $2,545-13.0% | $4,080-45.7% | $3,470-36.2% |
| Admin fee / account holder | $673 | $3,959-83.0% | $6,913-90.3% | $4,888-86.2% |