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 5-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 | $11,062 | $80,968-86.3% | $96,544-88.5% | $75,163-85.3% |
| Participation rate | 75.8% | 71.8%+4.0pp | 76.0%-0.2pp | 67.2%+8.6pp |
| Annual return | 30.40% | 27.06%+3.3pp | 25.84%+4.6pp | 160.62%-130.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,541 | $3,928+15.6% | $4,851-6.4% | $4,125+10.1% |
| Admin fee / account holder | $1,147 | $6,724-82.9% | $8,252-86.1% | $5,651-79.7% |