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 | $17,240 | $104,251-83.5% | $91,001-81.1% | $147,584-88.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 21.85% | 27.06%-5.2pp | 4.60%+17.3pp | 578.55%-556.7pp |
| Employer contribution / active EE | $2,229 | $3,116-28.4% | $2,456-9.2% | $4,876-54.3% |
| Participant deferral / active EE | $3,510 | $4,195-16.3% | $3,547-1.1% | $5,439-35.5% |
| Admin fee / account holder | $1,492 | $8,948-83.3% | $5,417-72.5% | $10,885-86.3% |