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 | $17,110 | $58,828-70.9% | $77,999-78.1% | $62,891-72.8% |
| Participation rate | 70.5% | 71.1%-0.6pp | 75.5%-5.1pp | 69.3%+1.1pp |
| Annual return | 15.18% | 17.16%-2.0pp | 425.96%-410.8pp | 20.14%-5.0pp |
| Employer contribution / active EE | $2,757 | $1,672+64.9% | $2,470+11.6% | $2,281+20.9% |
| Participant deferral / active EE | $1,214 | $2,686-54.8% | $3,497-65.3% | $3,203-62.1% |
| Admin fee / account holder | $405 | $4,393-90.8% | $5,480-92.6% | $4,296-90.6% |