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 | $19,422 | $165,335-88.3% | $149,696-87.0% | $158,922-87.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.76% | 348.15%-327.4pp | 276.60%-255.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,973 | $5,103-61.3% | $4,644-57.5% | $4,761-58.6% |
| Participant deferral / active EE | $2,910 | $7,181-59.5% | $6,842-57.5% | $5,982-51.3% |
| Admin fee / account holder | $882 | $10,807-91.8% | $9,309-90.5% | $11,246-92.2% |