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 | $26,560 | $198,466-86.6% | $170,442-84.4% | $147,584-82.0% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 24.59% | 257.29%-232.7pp | 205.93%-181.3pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,499 | $6,184-75.8% | $5,433-72.4% | $4,876-69.3% |
| Participant deferral / active EE | $6,243 | $5,629+10.9% | $4,939+26.4% | $5,439+14.8% |
| Admin fee / account holder | $726 | $16,852-95.7% | $13,880-94.8% | $10,885-93.3% |