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 | $24,543 | $88,360-72.2% | $145,433-83.1% | $67,986-63.9% |
| Participation rate | 85.1% | 65.5%+19.6pp | 82.1%+3.0pp | 57.2%+27.9pp |
| Annual return | 18.51% | 63.15%-44.6pp | 66.58%-48.1pp | 31.67%-13.2pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $5,042 | $5,932-15.0% | $7,897-36.2% | $3,358+50.2% |
| Admin fee / account holder | $877 | $3,313-73.5% | $13,129-93.3% | $3,203-72.6% |