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 | $22,487 | $85,766-73.8% | $136,294-83.5% | $70,131-67.9% |
| Participation rate | 97.1% | 74.2%+22.9pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 22.72% | 31.45%-8.7pp | 5155.94%-5133.2pp | 73.14%-50.4pp |
| Employer contribution / active EE | $2,656 | $2,966-10.5% | $4,695-43.4% | $2,342+13.4% |
| Participant deferral / active EE | $3,165 | $5,051-37.3% | $6,247-49.3% | $3,332-5.0% |
| Admin fee / account holder | $1,139 | $5,420-79.0% | $9,243-87.7% | $4,645-75.5% |