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 5-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 | $19,284 | $86,286-77.7% | $111,297-82.7% | $85,850-77.5% |
| Participation rate | 73.3% | 73.3%0pp | 77.3%-4.0pp | 69.3%+4.0pp |
| Annual return | 17.96% | 19.99%-2.0pp | 54.65%-36.7pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,661 | $2,043-18.7% | $2,731-39.2% | $2,565-35.2% |
| Participant deferral / active EE | $3,137 | $3,641-13.8% | $4,487-30.1% | $3,952-20.6% |
| Admin fee / account holder | $1,449 | $8,188-82.3% | $7,964-81.8% | $6,260-76.9% |