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 | $15,093 | $67,411-77.6% | $91,001-83.4% | $70,131-78.5% |
| Participation rate | 80.0% | 71.4%+8.6pp | 75.6%+4.4pp | 69.5%+10.5pp |
| Annual return | 17.11% | -40.16%+57.3pp | 4.60%+12.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $944 | $1,786-47.1% | $2,456-61.5% | $2,342-59.7% |
| Participant deferral / active EE | $2,085 | $2,823-26.1% | $3,547-41.2% | $3,332-37.4% |
| Admin fee / account holder | $508 | $4,236-88.0% | $5,417-90.6% | $4,645-89.1% |