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 | $19,437 | $104,251-81.4% | $91,001-78.6% | $147,584-86.8% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.6%+16.7pp | 82.8%+9.5pp |
| Annual return | 19.93% | 27.06%-7.1pp | 4.60%+15.3pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,261 | $3,116-27.4% | $2,456-7.9% | $4,876-53.6% |
| Participant deferral / active EE | $4,011 | $4,195-4.4% | $3,547+13.1% | $5,439-26.3% |
| Admin fee / account holder | $806 | $8,948-91.0% | $5,417-85.1% | $10,885-92.6% |