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 6-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 | $14,072 | $59,839-76.5% | $81,983-82.8% | $79,858-82.4% |
| Participation rate | 75.8% | 61.6%+14.1pp | 69.2%+6.5pp | 69.6%+6.1pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,591 | $1,713+51.2% | $2,498+3.7% | $2,471+4.9% |
| Participant deferral / active EE | $5,650 | $2,695+109.6% | $3,722+51.8% | $3,740+51.1% |
| Admin fee / account holder | $358 | $4,287-91.7% | $5,664-93.7% | $5,306-93.3% |