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 | $14,845 | $226,064-93.4% | $182,532-91.9% | $152,861-90.3% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 19.73% | 192.51%-172.8pp | 148.54%-128.8pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,565 | $4,978-68.6% | $4,076-61.6% | $4,762-67.1% |
| Participant deferral / active EE | $2,444 | $6,368-61.6% | $5,524-55.8% | $5,850-58.2% |
| Admin fee / account holder | $1,672 | $10,703-84.4% | $8,592-80.5% | $11,596-85.6% |