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 | $19,227 | $109,881-82.5% | $150,045-87.2% | $84,808-77.3% |
| Participation rate | 84.1% | 76.1%+8.0pp | 82.3%+1.8pp | 68.3%+15.8pp |
| Annual return | 24.44% | 28.25%-3.8pp | 62.55%-38.1pp | 40.90%-16.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,770 | $6,636-43.2% | $7,997-52.9% | $4,212-10.5% |
| Admin fee / account holder | $1,188 | $8,568-86.1% | $13,435-91.2% | $7,344-83.8% |