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 | $25,676 | $91,538-72.0% | $129,995-80.2% | $75,163-65.8% |
| Participation rate | 91.5% | 71.4%+20.1pp | 78.5%+13.0pp | 67.2%+24.3pp |
| Annual return | 17.61% | -631.11%+648.7pp | -137.18%+154.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,303 | $2,845-19.1% | $4,320-46.7% | $2,670-13.7% |
| Participant deferral / active EE | $4,492 | $4,341+3.5% | $5,820-22.8% | $4,125+8.9% |
| Admin fee / account holder | $974 | $6,790-85.7% | $10,614-90.8% | $5,651-82.8% |