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 | $22,439 | $91,538-75.5% | $129,995-82.7% | $75,163-70.1% |
| Participation rate | 91.4% | 71.4%+20.0pp | 78.5%+12.9pp | 67.2%+24.2pp |
| Annual return | 15.56% | -631.11%+646.7pp | -137.18%+152.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,378 | $2,845-16.4% | $4,320-45.0% | $2,670-10.9% |
| Participant deferral / active EE | $5,221 | $4,341+20.3% | $5,820-10.3% | $4,125+26.6% |
| Admin fee / account holder | $1,168 | $6,790-82.8% | $10,614-89.0% | $5,651-79.3% |