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 | $10,606 | $85,766-87.6% | $136,294-92.2% | $70,131-84.9% |
| Participation rate | 78.4% | 74.2%+4.3pp | 81.9%-3.5pp | 69.5%+8.9pp |
| Annual return | 28.26% | 31.45%-3.2pp | 5155.94%-5127.7pp | 73.14%-44.9pp |
| Employer contribution / active EE | $1,507 | $2,966-49.2% | $4,695-67.9% | $2,342-35.6% |
| Participant deferral / active EE | $3,253 | $5,051-35.6% | $6,247-47.9% | $3,332-2.4% |
| Admin fee / account holder | $460 | $5,420-91.5% | $9,243-95.0% | $4,645-90.1% |