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 | $94,031-88.3% | $115,768-90.5% | $82,448-86.7% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.4%+2.5pp | 68.1%+8.9pp |
| Annual return | 21.68% | 20.61%+1.1pp | 100.46%-78.8pp | 41.64%-20.0pp |
| Employer contribution / active EE | $1,615 | $2,323-30.5% | $2,940-45.1% | $2,551-36.7% |
| Participant deferral / active EE | $2,469 | $3,972-37.8% | $4,917-49.8% | $4,139-40.4% |
| Admin fee / account holder | $1,910 | $10,249-81.4% | $12,439-84.6% | $7,234-73.6% |