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 | $12,288 | $127,386-90.4% | $115,037-89.3% | $125,391-90.2% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | -1.32% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,584 | $5,166-69.3% | $4,608-65.6% | $4,866-67.5% |
| Participant deferral / active EE | $2,847 | $6,423-55.7% | $6,026-52.8% | $5,352-46.8% |
| Admin fee / account holder | $742 | $9,516-92.2% | $8,175-90.9% | $9,540-92.2% |