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 | $10,957 | $94,625-88.4% | $116,228-90.6% | $84,808-87.1% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.6%+2.4pp | 68.3%+8.6pp |
| Annual return | 21.68% | 20.40%+1.3pp | 90.06%-68.4pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,615 | $2,347-31.2% | $2,994-46.1% | $2,631-38.6% |
| Participant deferral / active EE | $2,469 | $3,972-37.8% | $4,953-50.2% | $4,212-41.4% |
| Admin fee / account holder | $1,910 | $10,091-81.1% | $11,989-84.1% | $7,344-74.0% |