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 | $23,135 | $81,208-71.5% | $98,907-76.6% | $79,858-71.0% |
| Participation rate | 76.5% | 72.5%+4.0pp | 76.0%+0.4pp | 69.6%+6.8pp |
| Annual return | 18.81% | 60.99%-42.2pp | 196.43%-177.6pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,964 | $1,960+0.2% | $2,689-27.0% | $2,471-20.5% |
| Participant deferral / active EE | $3,446 | $3,265+5.5% | $4,244-18.8% | $3,740-7.9% |
| Admin fee / account holder | $618 | $6,013-89.7% | $6,642-90.7% | $5,306-88.3% |