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 | $4,327 | $46,869-90.8% | $122,332-96.5% | $70,131-93.8% |
| Participation rate | 81.8% | 58.2%+23.6pp | 71.6%+10.2pp | 69.5%+12.3pp |
| Annual return | 23.21% | 24.22%-1.0pp | 30.27%-7.1pp | 73.14%-49.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,599 | $2,166+20.0% | $3,287-20.9% | $3,332-22.0% |
| Admin fee / account holder | $356 | $3,322-89.3% | $5,478-93.5% | $4,645-92.3% |