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 | $16,307 | $152,587-89.3% | $125,175-87.0% | $152,861-89.3% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 30.80% | 54.84%-24.0pp | 43.79%-13.0pp | 345.32%-314.5pp |
| Employer contribution / active EE | $2,747 | $4,946-44.5% | $3,865-28.9% | $4,762-42.3% |
| Participant deferral / active EE | $3,921 | $5,868-33.2% | $4,937-20.6% | $5,850-33.0% |
| Admin fee / account holder | $2,082 | $13,434-84.5% | $9,702-78.5% | $11,596-82.0% |