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 | $21,300 | $232,540-90.8% | $185,117-88.5% | $147,584-85.6% |
| Participation rate | 81.3% | 82.4%-1.1pp | 77.3%+4.0pp | 82.8%-1.6pp |
| Annual return | 18.32% | 43.03%-24.7pp | 40.50%-22.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $5,028 | $5,195-3.2% | $4,182+20.2% | $4,876+3.1% |
| Participant deferral / active EE | $3,891 | $5,834-33.3% | $5,045-22.9% | $5,439-28.5% |
| Admin fee / account holder | $1,356 | $10,275-86.8% | $8,159-83.4% | $10,885-87.5% |