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 | $21,960 | $91,538-76.0% | $129,995-83.1% | $75,163-70.8% |
| Participation rate | 70.4% | 71.4%-1.1pp | 78.5%-8.1pp | 67.2%+3.2pp |
| Annual return | 21.00% | -631.11%+652.1pp | -137.18%+158.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,392 | $2,845-51.1% | $4,320-67.8% | $2,670-47.9% |
| Participant deferral / active EE | $3,273 | $4,341-24.6% | $5,820-43.8% | $4,125-20.7% |
| Admin fee / account holder | $1,230 | $6,790-81.9% | $10,614-88.4% | $5,651-78.2% |