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 | $23,638 | $72,404-67.4% | $110,238-78.6% | $64,186-63.2% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | 15.44% | -6.29%+21.7pp | 314.74%-299.3pp | 7.63%+7.8pp |
| Employer contribution / active EE | $3,032 | $2,282+32.9% | $3,826-20.8% | $2,381+27.3% |
| Participant deferral / active EE | $2,200 | $3,469-36.6% | $4,672-52.9% | $3,470-36.6% |
| Admin fee / account holder | $301 | $5,664-94.7% | $8,547-96.5% | $4,888-93.9% |