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 | $24,144 | $91,538-73.6% | $129,995-81.4% | $75,163-67.9% |
| Participation rate | 90.1% | 71.4%+18.7pp | 78.5%+11.7pp | 67.2%+22.9pp |
| Annual return | 15.86% | -631.11%+647.0pp | -137.18%+153.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,915 | $2,845-32.7% | $4,320-55.7% | $2,670-28.3% |
| Participant deferral / active EE | $2,438 | $4,341-43.8% | $5,820-58.1% | $4,125-40.9% |
| Admin fee / account holder | $2,126 | $6,790-68.7% | $10,614-80.0% | $5,651-62.4% |