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 | $14,212 | $76,552-81.4% | $123,892-88.5% | $62,891-77.4% |
| Participation rate | 74.1% | 73.0%+1.1pp | 81.4%-7.3pp | 69.3%+4.8pp |
| Annual return | 28.62% | 18.68%+9.9pp | 47.52%-18.9pp | 20.14%+8.5pp |
| Employer contribution / active EE | $1,415 | $2,883-50.9% | $4,617-69.4% | $2,281-38.0% |
| Participant deferral / active EE | $2,057 | $4,840-57.5% | $5,984-65.6% | $3,203-35.8% |
| Admin fee / account holder | $667 | $4,826-86.2% | $8,357-92.0% | $4,296-84.5% |