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 | $20,385 | $87,733-76.8% | $106,548-80.9% | $85,850-76.3% |
| Participation rate | 84.6% | 71.9%+12.7pp | 76.1%+8.5pp | 69.3%+15.3pp |
| Annual return | 11.12% | 21.86%-10.7pp | 26.80%-15.7pp | 318.53%-307.4pp |
| Employer contribution / active EE | $641 | $2,073-69.1% | $2,819-77.3% | $2,565-75.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $886 | $6,767-86.9% | $7,407-88.0% | $6,260-85.8% |