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 | $33,968 | $82,978-59.1% | $129,995-73.9% | $71,457-52.5% |
| Participation rate | 97.5% | 74.1%+23.4pp | 78.5%+19.0pp | 67.9%+29.5pp |
| Annual return | 17.55% | 20.60%-3.0pp | -137.18%+154.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,727 | $4,432+6.7% | $5,820-18.8% | $4,289+10.2% |
| Admin fee / account holder | $641 | $1,729-62.9% | $10,614-94.0% | $1,587-59.6% |