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 | $20,053 | $91,552-78.1% | $133,956-85.0% | $79,858-74.9% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.1pp |
| Annual return | 19.22% | 61.85%-42.6pp | 45.09%-25.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,490 | $2,384+4.5% | $3,919-36.5% | $2,471+0.8% |
| Participant deferral / active EE | $3,329 | $3,733-10.8% | $5,048-34.0% | $3,740-11.0% |
| Admin fee / account holder | $1,882 | $6,321-70.2% | $8,927-78.9% | $5,306-64.5% |