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 | $23,018 | $85,766-73.2% | $136,294-83.1% | $70,131-67.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 33.06% | 31.45%+1.6pp | 5155.94%-5122.9pp | 73.14%-40.1pp |
| Employer contribution / active EE | $1,573 | $2,966-47.0% | $4,695-66.5% | $2,342-32.9% |
| Participant deferral / active EE | $3,010 | $5,051-40.4% | $6,247-51.8% | $3,332-9.7% |
| Admin fee / account holder | $1,750 | $5,420-67.7% | $9,243-81.1% | $4,645-62.3% |