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 | $21,519 | $67,411-68.1% | $91,001-76.4% | $70,131-69.3% |
| Participation rate | 84.4% | 71.4%+13.1pp | 75.6%+8.8pp | 69.5%+14.9pp |
| Annual return | 43.74% | -40.16%+83.9pp | 4.60%+39.1pp | 73.14%-29.4pp |
| Employer contribution / active EE | $2,192 | $1,786+22.8% | $2,456-10.7% | $2,342-6.4% |
| Participant deferral / active EE | $3,057 | $2,823+8.3% | $3,547-13.8% | $3,332-8.3% |
| Admin fee / account holder | $4,002 | $4,236-5.5% | $5,417-26.1% | $4,645-13.8% |