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 | $17,759 | $63,355-72.0% | $91,989-80.7% | $72,985-75.7% |
| Participation rate | 86.7% | 72.5%+14.1pp | 78.6%+8.0pp | 69.5%+17.2pp |
| Annual return | 33.40% | 35.35%-1.9pp | 69.02%-35.6pp | 81.00%-47.6pp |
| Employer contribution / active EE | $7,383 | $2,116+249.0% | $3,452+113.9% | $2,440+202.6% |
| Participant deferral / active EE | $6,935 | $4,883+42.0% | $5,923+17.1% | $3,607+92.3% |
| Admin fee / account holder | $1,940 | $4,668-58.4% | $7,743-74.9% | $5,124-62.1% |