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 | $8,077 | $48,076-83.2% | $78,689-89.7% | $62,891-87.2% |
| Participation rate | 76.7% | 65.2%+11.5pp | 73.6%+3.2pp | 69.3%+7.4pp |
| Annual return | 8.55% | 31.35%-22.8pp | 62.18%-53.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $528 | $2,015-73.8% | $2,851-81.5% | $2,281-76.9% |
| Participant deferral / active EE | $982 | $2,588-62.0% | $3,517-72.1% | $3,203-69.3% |
| Admin fee / account holder | $353 | $3,207-89.0% | $4,510-92.2% | $4,296-91.8% |