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 | $10,224 | $52,580-80.6% | $71,671-85.7% | $70,131-85.4% |
| Participation rate | 78.0% | 60.9%+17.2pp | 68.7%+9.3pp | 69.5%+8.5pp |
| Annual return | 20.77% | 20.25%+0.5pp | 20.65%+0.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,034 | $2,386+27.1% | $3,438-11.8% | $3,332-9.0% |
| Admin fee / account holder | $1,058 | $3,653-71.0% | $5,558-81.0% | $4,645-77.2% |