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 7-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 | $26,159 | $91,538-71.4% | $129,995-79.9% | $75,163-65.2% |
| Participation rate | 82.8% | 71.4%+11.3pp | 78.5%+4.3pp | 67.2%+15.6pp |
| Annual return | 17.38% | -631.11%+648.5pp | -137.18%+154.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,857 | $2,845-34.8% | $4,320-57.0% | $2,670-30.5% |
| Participant deferral / active EE | $4,415 | $4,341+1.7% | $5,820-24.1% | $4,125+7.0% |
| Admin fee / account holder | $606 | $6,790-91.1% | $10,614-94.3% | $5,651-89.3% |