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 | $25,213 | $67,411-62.6% | $91,001-72.3% | $70,131-64.0% |
| Participation rate | 75.6% | 71.4%+4.2pp | 75.6%0pp | 69.5%+6.0pp |
| Annual return | 13.52% | -40.16%+53.7pp | 4.60%+8.9pp | 73.14%-59.6pp |
| Employer contribution / active EE | $981 | $1,786-45.1% | $2,456-60.0% | $2,342-58.1% |
| Participant deferral / active EE | $2,258 | $2,823-20.0% | $3,547-36.4% | $3,332-32.2% |
| Admin fee / account holder | $3,724 | $4,236-12.1% | $5,417-31.3% | $4,645-19.8% |