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 | $20,927 | $226,064-90.7% | $182,532-88.5% | $152,861-86.3% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 17.13% | 192.51%-175.4pp | 148.54%-131.4pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,017 | $4,978-79.6% | $4,076-75.1% | $4,762-78.7% |
| Participant deferral / active EE | $1,564 | $6,368-75.4% | $5,524-71.7% | $5,850-73.3% |
| Admin fee / account holder | $2,909 | $10,703-72.8% | $8,592-66.1% | $11,596-74.9% |