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 | $10,093 | $89,753-88.8% | $107,525-90.6% | $84,808-88.1% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 20.85% | 29.48%-8.6pp | 181.32%-160.5pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,767 | $3,113-43.3% | $3,754-52.9% | $2,631-32.8% |
| Participant deferral / active EE | $2,755 | $4,056-32.1% | $5,116-46.1% | $4,212-34.6% |
| Admin fee / account holder | $2,092 | $7,222-71.0% | $8,919-76.5% | $7,344-71.5% |