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 | $30,907 | $181,894-83.0% | $156,549-80.3% | $273,961-88.7% |
| Participation rate | 81.0% | 88.4%-7.4pp | 84.0%-3.1pp | 83.0%-2.1pp |
| Annual return | 8.09% | 30.74%-22.7pp | 32.23%-24.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,618 | $6,248-58.1% | $5,501-52.4% | $4,869-46.2% |
| Participant deferral / active EE | $2,908 | $5,550-47.6% | $4,871-40.3% | $5,287-45.0% |
| Admin fee / account holder | $372 | $15,559-97.6% | $13,027-97.1% | $10,132-96.3% |