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 | $20,231 | $67,411-70.0% | $91,001-77.8% | $70,131-71.2% |
| Participation rate | 78.7% | 71.4%+7.4pp | 75.6%+3.1pp | 69.5%+9.2pp |
| Annual return | 16.59% | -40.16%+56.7pp | 4.60%+12.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,011 | $1,786+12.6% | $2,456-18.1% | $2,342-14.2% |
| Participant deferral / active EE | $3,808 | $2,823+34.9% | $3,547+7.3% | $3,332+14.3% |
| Admin fee / account holder | $1,002 | $4,236-76.4% | $5,417-81.5% | $4,645-78.4% |