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 | $12,161 | $80,968-85.0% | $96,544-87.4% | $75,163-83.8% |
| Participation rate | 90.8% | 71.8%+19.0pp | 76.0%+14.8pp | 67.2%+23.6pp |
| Annual return | 18.39% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.2pp |
| Employer contribution / active EE | $777 | $2,282-66.0% | $2,965-73.8% | $2,670-70.9% |
| Participant deferral / active EE | $2,456 | $3,928-37.5% | $4,851-49.4% | $4,125-40.5% |
| Admin fee / account holder | $2,178 | $6,724-67.6% | $8,252-73.6% | $5,651-61.5% |