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 | $28,307 | $71,192-60.2% | $117,854-76.0% | $62,292-54.6% |
| Participation rate | 70.2% | 74.2%-4.0pp | 79.7%-9.5pp | 69.5%+0.7pp |
| Annual return | 31.08% | 18.66%+12.4pp | 335.08%-304.0pp | 28.90%+2.2pp |
| Employer contribution / active EE | $3,877 | $1,934+100.5% | $3,786+2.4% | $2,042+89.8% |
| Participant deferral / active EE | $8,397 | $3,189+163.3% | $4,482+87.4% | $3,169+165.0% |
| Admin fee / account holder | $3,044 | $587+418.4% | $8,020-62.0% | $479+535.1% |