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 | $8,511 | $144,119-94.1% | $117,854-92.8% | $147,584-94.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 21.10% | 531.15%-510.0pp | 335.08%-314.0pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,295 | $4,896-73.5% | $3,786-65.8% | $4,876-73.4% |
| Participant deferral / active EE | $1,871 | $5,316-64.8% | $4,482-58.3% | $5,439-65.6% |
| Admin fee / account holder | $866 | $10,886-92.0% | $8,020-89.2% | $10,885-92.0% |