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 | $15,901 | $99,341-84.0% | $84,750-81.2% | $273,961-94.2% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 10.39% | 22.93%-12.5pp | 22.78%-12.4pp | 41.45%-31.1pp |
| Employer contribution / active EE | $780 | $4,214-81.5% | $3,574-78.2% | $4,869-84.0% |
| Participant deferral / active EE | $1,619 | $4,269-62.1% | $3,712-56.4% | $5,287-69.4% |
| Admin fee / account holder | $1,976 | $6,644-70.3% | $5,332-62.9% | $10,132-80.5% |