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 | $9,939 | $56,897-82.5% | $84,750-88.3% | $62,891-84.2% |
| Participation rate | 76.3% | 68.5%+7.8pp | 76.6%-0.3pp | 69.3%+7.0pp |
| Annual return | 134.94% | 6.30%+128.6pp | 22.78%+112.2pp | 20.14%+114.8pp |
| Employer contribution / active EE | $1,700 | $2,400-29.1% | $3,574-52.4% | $2,281-25.5% |
| Participant deferral / active EE | $2,248 | $2,709-17.0% | $3,712-39.4% | $3,203-29.8% |
| Admin fee / account holder | $338 | $3,581-90.5% | $5,332-93.7% | $4,296-92.1% |