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 | $27,523 | $83,477-67.0% | $125,175-78.0% | $72,985-62.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 26.67% | 25.78%+0.9pp | 43.79%-17.1pp | 81.00%-54.3pp |
| Employer contribution / active EE | $2,195 | $2,345-6.4% | $3,865-43.2% | $2,440-10.1% |
| Participant deferral / active EE | $2,743 | $3,585-23.5% | $4,937-44.4% | $3,607-24.0% |
| Admin fee / account holder | $535 | $5,517-90.3% | $9,702-94.5% | $5,124-89.6% |