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 | $15,033 | $152,587-90.1% | $125,175-88.0% | $152,861-90.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.52% | 54.84%-31.3pp | 43.79%-20.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,258 | $4,946-34.1% | $3,865-15.7% | $4,762-31.6% |
| Participant deferral / active EE | $2,421 | $5,868-58.7% | $4,937-51.0% | $5,850-58.6% |
| Admin fee / account holder | $3,432 | $13,434-74.5% | $9,702-64.6% | $11,596-70.4% |