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 | $18,200 | $65,365-72.2% | $92,893-80.4% | $72,985-75.1% |
| Participation rate | 83.0% | 68.3%+14.7pp | 76.0%+7.0pp | 69.5%+13.5pp |
| Annual return | 26.90% | 42.10%-15.2pp | 109.41%-82.5pp | 81.00%-54.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,480 | $3,128+107.1% | $4,236+53.0% | $3,607+79.6% |
| Admin fee / account holder | $5,227 | $4,251+23.0% | $5,794-9.8% | $5,124+2.0% |