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 | $14,861 | $142,405-89.6% | $115,157-87.1% | $152,861-90.3% |
| Participation rate | 78.9% | 82.4%-3.4pp | 75.9%+3.0pp | 82.4%-3.5pp |
| Annual return | 20.41% | 41.48%-21.1pp | 35.60%-15.2pp | 345.32%-324.9pp |
| Employer contribution / active EE | $926 | $4,010-76.9% | $3,179-70.9% | $4,762-80.5% |
| Participant deferral / active EE | $2,608 | $5,164-49.5% | $4,168-37.4% | $5,850-55.4% |
| Admin fee / account holder | $339 | $8,462-96.0% | $7,088-95.2% | $11,596-97.1% |