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 | $25,836 | $144,119-82.1% | $117,854-78.1% | $147,584-82.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 15.58% | 531.15%-515.6pp | 335.08%-319.5pp | 578.55%-563.0pp |
| Employer contribution / active EE | $4,018 | $4,896-17.9% | $3,786+6.1% | $4,876-17.6% |
| Participant deferral / active EE | $9,108 | $5,316+71.3% | $4,482+103.2% | $5,439+67.5% |
| Admin fee / account holder | $10,865 | $10,886-0.2% | $8,020+35.5% | $10,885-0.2% |