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 | $12,461 | $48,076-74.1% | $78,689-84.2% | $62,891-80.2% |
| Participation rate | 73.5% | 65.2%+8.3pp | 73.6%-0.1pp | 69.3%+4.2pp |
| Annual return | 9.09% | 31.35%-22.3pp | 62.18%-53.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,684 | $2,588-34.9% | $3,517-52.1% | $3,203-47.4% |
| Admin fee / account holder | $300 | $3,207-90.6% | $4,510-93.3% | $4,296-93.0% |