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 | $16,549 | $78,705-79.0% | $117,854-86.0% | $70,131-76.4% |
| Participation rate | 96.6% | 73.2%+23.4pp | 79.7%+16.9pp | 69.5%+27.0pp |
| Annual return | 14.90% | 23.30%-8.4pp | 335.08%-320.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,425 | $2,223-35.9% | $3,786-62.4% | $2,342-39.2% |
| Participant deferral / active EE | $2,400 | $3,297-27.2% | $4,482-46.4% | $3,332-28.0% |
| Admin fee / account holder | $2,289 | $5,065-54.8% | $8,020-71.5% | $4,645-50.7% |