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 | $16,012 | $109,359-85.4% | $162,163-90.1% | $72,985-78.1% |
| Participation rate | 91.5% | 84.3%+7.3pp | 87.6%+4.0pp | 69.5%+22.0pp |
| Annual return | 33.31% | 25.46%+7.8pp | 115.59%-82.3pp | 81.00%-47.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,650 | $5,481+57.8% | $7,298+18.5% | $3,607+139.8% |
| Admin fee / account holder | $1,362 | $7,972-82.9% | $10,843-87.4% | $5,124-73.4% |