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 | $8,908 | $76,367-88.3% | $93,606-90.5% | $72,985-87.8% |
| Participation rate | 94.4% | 71.7%+22.7pp | 75.8%+18.6pp | 69.5%+25.0pp |
| Annual return | 21.77% | 25.82%-4.0pp | 32.76%-11.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,434 | $2,275-37.0% | $2,718-47.2% | $2,440-41.2% |
| Participant deferral / active EE | $2,118 | $3,538-40.1% | $4,069-47.9% | $3,607-41.3% |
| Admin fee / account holder | $632 | $6,838-90.8% | $7,888-92.0% | $5,124-87.7% |