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 | $25,961 | $100,041-74.0% | $149,718-82.7% | $70,131-63.0% |
| Participation rate | 91.2% | 83.6%+7.6pp | 87.1%+4.1pp | 69.5%+21.7pp |
| Annual return | 24.50% | 27.43%-2.9pp | 1501.63%-1477.1pp | 73.14%-48.6pp |
| Employer contribution / active EE | $2,079 | $3,662-43.2% | $5,445-61.8% | $2,342-11.3% |
| Participant deferral / active EE | $3,859 | $4,983-22.5% | $6,569-41.3% | $3,332+15.8% |
| Admin fee / account holder | $3,779 | $8,286-54.4% | $11,283-66.5% | $4,645-18.7% |