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 | $24,820 | $198,466-87.5% | $170,442-85.4% | $147,584-83.2% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 21.18% | 257.29%-236.1pp | 205.93%-184.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,369 | $6,184-61.7% | $5,433-56.4% | $4,876-51.4% |
| Participant deferral / active EE | $3,758 | $5,629-33.2% | $4,939-23.9% | $5,439-30.9% |
| Admin fee / account holder | $1,071 | $16,852-93.6% | $13,880-92.3% | $10,885-90.2% |