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 | $29,694 | $198,466-85.0% | $170,442-82.6% | $147,584-79.9% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 16.41% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,234 | $6,184-47.7% | $5,433-40.5% | $4,876-33.7% |
| Participant deferral / active EE | $4,249 | $5,629-24.5% | $4,939-14.0% | $5,439-21.9% |
| Admin fee / account holder | $504 | $16,852-97.0% | $13,880-96.4% | $10,885-95.4% |