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 | $14,499 | $175,202-91.7% | $149,673-90.3% | $139,434-89.6% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 14.77% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,713 | $5,474-68.7% | $4,818-64.5% | $4,751-63.9% |
| Participant deferral / active EE | $3,190 | $6,519-51.1% | $5,680-43.8% | $6,710-52.5% |
| Admin fee / account holder | $1,779 | $16,150-89.0% | $13,210-86.5% | $11,403-84.4% |