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 | $18,902 | $112,096-83.1% | $95,952-80.3% | $158,922-88.1% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 8.81% | 171.09%-162.3pp | 91.61%-82.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,743 | $3,198-14.2% | $2,541+8.0% | $4,761-42.4% |
| Participant deferral / active EE | $4,598 | $4,784-3.9% | $4,167+10.4% | $5,982-23.1% |
| Admin fee / account holder | $5,558 | $10,130-45.1% | $6,795-18.2% | $11,246-50.6% |