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 | $22,856 | $131,829-82.7% | $108,579-79.0% | $273,961-91.7% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 39.60% | -91.57%+131.2pp | -51.70%+91.3pp | 41.45%-1.9pp |
| Employer contribution / active EE | $3,789 | $4,912-22.9% | $3,758+0.8% | $4,869-22.2% |
| Participant deferral / active EE | $7,010 | $5,127+36.7% | $4,311+62.6% | $5,287+32.6% |
| Admin fee / account holder | $315 | $10,252-96.9% | $7,645-95.9% | $10,132-96.9% |