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 | $16,494 | $85,766-80.8% | $136,294-87.9% | $70,131-76.5% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 15.96% | 31.45%-15.5pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,398 | $2,966-52.9% | $4,695-70.2% | $2,342-40.3% |
| Participant deferral / active EE | $2,611 | $5,051-48.3% | $6,247-58.2% | $3,332-21.6% |
| Admin fee / account holder | $679 | $5,420-87.5% | $9,243-92.7% | $4,645-85.4% |