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 | $29,325 | $144,119-79.7% | $117,854-75.1% | $147,584-80.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 19.24% | 531.15%-511.9pp | 335.08%-315.8pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,720 | $4,896-64.9% | $3,786-54.6% | $4,876-64.7% |
| Participant deferral / active EE | $7,161 | $5,316+34.7% | $4,482+59.8% | $5,439+31.7% |
| Admin fee / account holder | $381 | $10,886-96.5% | $8,020-95.3% | $10,885-96.5% |