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 | $10,323 | $152,460-93.2% | $118,746-91.3% | $147,584-93.0% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.3%+12.6pp | 82.8%+8.1pp |
| Annual return | 21.77% | 17.41%+4.4pp | 24.54%-2.8pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,409 | $5,046-72.1% | $4,193-66.4% | $4,876-71.1% |
| Participant deferral / active EE | $3,393 | $6,212-45.4% | $5,332-36.4% | $5,439-37.6% |
| Admin fee / account holder | $554 | $16,953-96.7% | $10,720-94.8% | $10,885-94.9% |