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 | $25,014 | $69,977-64.3% | $108,579-77.0% | $62,891-60.2% |
| Participation rate | 95.1% | 72.9%+22.2pp | 79.6%+15.6pp | 69.3%+25.8pp |
| Annual return | 7.08% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,659 | $2,135+71.4% | $3,758-2.7% | $2,281+60.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $440 | $5,076-91.3% | $7,645-94.2% | $4,296-89.8% |