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 | $14,756 | $157,256-90.6% | $141,162-89.5% | $152,861-90.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 19.97% | 64.32%-44.4pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,617 | $5,261-69.3% | $4,735-65.9% | $4,762-66.1% |
| Participant deferral / active EE | $3,434 | $7,109-51.7% | $6,709-48.8% | $5,850-41.3% |
| Admin fee / account holder | $1,146 | $12,120-90.5% | $10,261-88.8% | $11,596-90.1% |