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 | $13,223 | $105,630-87.5% | $87,507-84.9% | $273,961-95.2% |
| Participation rate | 73.9% | 78.2%-4.3pp | 73.8%+0.1pp | 83.0%-9.1pp |
| Annual return | 37.41% | 12.25%+25.2pp | 12.21%+25.2pp | 41.45%-4.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,594 | $3,601-55.7% | $3,149-49.4% | $5,287-69.9% |
| Admin fee / account holder | $336 | $4,781-93.0% | $4,221-92.0% | $10,132-96.7% |