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 | $6,774 | $39,122-82.7% | $57,179-88.2% | $62,891-89.2% |
| Participation rate | 75.8% | 70.5%+5.3pp | 75.3%+0.4pp | 69.3%+6.5pp |
| Annual return | 15.87% | 9.23%+6.6pp | 14.59%+1.3pp | 20.14%-4.3pp |
| Employer contribution / active EE | $1,134 | $1,874-39.5% | $2,682-57.7% | $2,281-50.3% |
| Participant deferral / active EE | $1,938 | $2,374-18.4% | $3,096-37.4% | $3,203-39.5% |
| Admin fee / account holder | $670 | $2,592-74.1% | $3,139-78.6% | $4,296-84.4% |