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 | $10,649 | $90,503-88.2% | $78,689-86.5% | $273,961-96.1% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 14.00% | 75.60%-61.6pp | 62.18%-48.2pp | 41.45%-27.4pp |
| Employer contribution / active EE | $3,020 | $3,176-4.9% | $2,851+5.9% | $4,869-38.0% |
| Participant deferral / active EE | $5,414 | $3,901+38.8% | $3,517+54.0% | $5,287+2.4% |
| Admin fee / account holder | $662 | $5,263-87.4% | $4,510-85.3% | $10,132-93.5% |