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 | $31,180 | $94,625-67.0% | $116,228-73.2% | $84,808-63.2% |
| Participation rate | 78.7% | 70.4%+8.2pp | 74.6%+4.1pp | 68.3%+10.4pp |
| Annual return | 22.44% | 20.40%+2.0pp | 90.06%-67.6pp | 40.90%-18.5pp |
| Employer contribution / active EE | $1,231 | $2,347-47.5% | $2,994-58.9% | $2,631-53.2% |
| Participant deferral / active EE | $3,145 | $3,972-20.8% | $4,953-36.5% | $4,212-25.3% |
| Admin fee / account holder | $1,107 | $10,091-89.0% | $11,989-90.8% | $7,344-84.9% |