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 | $29,929 | $95,803-68.8% | $113,168-73.6% | $84,808-64.7% |
| Participation rate | 80.5% | 72.9%+7.6pp | 76.6%+3.9pp | 68.3%+12.2pp |
| Annual return | 14.67% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,205 | $2,360-6.5% | $2,975-25.9% | $2,631-16.2% |
| Participant deferral / active EE | $4,137 | $4,242-2.5% | $5,107-19.0% | $4,212-1.8% |
| Admin fee / account holder | $937 | $8,989-89.6% | $12,068-92.2% | $7,344-87.2% |