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 | $30,158 | $94,529-68.1% | $140,016-78.5% | $64,186-53.0% |
| Participation rate | 96.9% | 84.1%+12.8pp | 87.5%+9.4pp | 69.6%+27.3pp |
| Annual return | -6.20% | 7.77%-14.0pp | 651.12%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,370 | $3,812-37.8% | $5,606-57.7% | $2,381-0.4% |
| Participant deferral / active EE | $4,741 | $5,250-9.7% | $6,927-31.6% | $3,470+36.7% |
| Admin fee / account holder | $785 | $6,741-88.4% | $10,705-92.7% | $4,888-83.9% |