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 | $18,039 | $113,339-84.1% | $94,993-81.0% | $147,584-87.8% |
| Participation rate | 70.6% | 78.0%-7.4pp | 73.9%-3.3pp | 82.8%-12.2pp |
| Annual return | 19.45% | 20.77%-1.3pp | 27.12%-7.7pp | 578.55%-559.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,781 | $3,777-52.9% | $3,317-46.3% | $5,439-67.3% |
| Admin fee / account holder | $383 | $6,063-93.7% | $4,960-92.3% | $10,885-96.5% |