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 | $26,865 | $87,013-69.1% | $106,213-74.7% | $80,856-66.8% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.3%+16.7pp | 67.6%+24.4pp |
| Annual return | 13.71% | 17.05%-3.3pp | 116.14%-102.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,226 | $2,395-48.8% | $3,171-61.3% | $2,755-55.5% |
| Participant deferral / active EE | $2,557 | $3,986-35.8% | $5,016-49.0% | $4,296-40.5% |
| Admin fee / account holder | $2,562 | $8,431-69.6% | $11,033-76.8% | $6,918-63.0% |