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 | $25,530 | $78,705-67.6% | $117,854-78.3% | $70,131-63.6% |
| Participation rate | 71.9% | 73.2%-1.3pp | 79.7%-7.7pp | 69.5%+2.4pp |
| Annual return | 19.62% | 23.30%-3.7pp | 335.08%-315.5pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,900 | $2,223-14.5% | $3,786-49.8% | $2,342-18.9% |
| Participant deferral / active EE | $3,455 | $3,297+4.8% | $4,482-22.9% | $3,332+3.7% |
| Admin fee / account holder | $1,112 | $5,065-78.0% | $8,020-86.1% | $4,645-76.1% |