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 | $11,429 | $77,634-85.3% | $156,549-92.7% | $62,891-81.8% |
| Participation rate | 95.2% | 71.2%+24.0pp | 84.0%+11.1pp | 69.3%+25.9pp |
| Annual return | 9.19% | 50.32%-41.1pp | 32.23%-23.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $3,863 | $3,444+12.2% | $5,501-29.8% | $2,281+69.3% |
| Participant deferral / active EE | $1,335 | $3,045-56.2% | $4,871-72.6% | $3,203-58.3% |
| Admin fee / account holder | $1,979 | $5,561-64.4% | $13,027-84.8% | $4,296-53.9% |