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 | $22,226 | $72,492-69.3% | $87,100-74.5% | $72,985-69.5% |
| Participation rate | 84.7% | 72.8%+11.9pp | 76.9%+7.9pp | 69.5%+15.2pp |
| Annual return | 18.11% | 24.46%-6.3pp | 28.19%-10.1pp | 81.00%-62.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,767 | $3,270-45.9% | $4,049-56.3% | $3,607-51.0% |
| Admin fee / account holder | $325 | $5,055-93.6% | $7,497-95.7% | $5,124-93.7% |