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 | $8,720 | $47,848-81.8% | $81,478-89.3% | $70,131-87.6% |
| Participation rate | 77.1% | 58.3%+18.8pp | 68.0%+9.1pp | 69.5%+7.5pp |
| Annual return | 17.11% | 27.25%-10.1pp | 38.78%-21.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,861 | $1,527+87.3% | $2,568+11.4% | $2,342+22.1% |
| Participant deferral / active EE | $1,264 | $2,453-48.5% | $3,537-64.3% | $3,332-62.1% |
| Admin fee / account holder | $463 | $3,145-85.3% | $4,561-89.8% | $4,645-90.0% |