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 | $26,006 | $91,538-71.6% | $129,995-80.0% | $75,163-65.4% |
| Participation rate | 84.8% | 71.4%+13.4pp | 78.5%+6.4pp | 67.2%+17.7pp |
| Annual return | 22.82% | -631.11%+653.9pp | -137.18%+160.0pp | 160.62%-137.8pp |
| Employer contribution / active EE | $3,126 | $2,845+9.9% | $4,320-27.6% | $2,670+17.1% |
| Participant deferral / active EE | $3,313 | $4,341-23.7% | $5,820-43.1% | $4,125-19.7% |
| Admin fee / account holder | $1,390 | $6,790-79.5% | $10,614-86.9% | $5,651-75.4% |