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 | $25,409 | $209,411-87.9% | $178,490-85.8% | $158,922-84.0% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 12.49% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,432 | $5,706-74.9% | $5,011-71.4% | $4,761-69.9% |
| Participant deferral / active EE | $2,630 | $5,954-55.8% | $5,202-49.4% | $5,982-56.0% |
| Admin fee / account holder | $1,277 | $17,074-92.5% | $13,984-90.9% | $11,246-88.6% |