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 | $17,072 | $165,335-89.7% | $149,696-88.6% | $158,922-89.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.27% | 348.15%-331.9pp | 276.60%-260.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,640 | $5,103-67.9% | $4,644-64.7% | $4,761-65.6% |
| Participant deferral / active EE | $4,987 | $7,181-30.6% | $6,842-27.1% | $5,982-16.6% |
| Admin fee / account holder | $1,183 | $10,807-89.1% | $9,309-87.3% | $11,246-89.5% |