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 5-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 | $11,136 | $89,753-87.6% | $107,525-89.6% | $84,808-86.9% |
| Participation rate | 76.1% | 68.1%+8.0pp | 75.1%+1.0pp | 68.3%+7.8pp |
| Annual return | 17.48% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,258 | $3,113-59.6% | $3,754-66.5% | $2,631-52.2% |
| Participant deferral / active EE | $1,825 | $4,056-55.0% | $5,116-64.3% | $4,212-56.7% |
| Admin fee / account holder | $3,820 | $7,222-47.1% | $8,919-57.2% | $7,344-48.0% |