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 | $15,599 | $209,336-92.5% | $197,124-92.1% | $137,256-88.6% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 16.93% | 48.09%-31.2pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,173 | $6,591-51.9% | $6,227-49.0% | $4,156-23.6% |
| Participant deferral / active EE | $2,956 | $9,614-69.2% | $9,135-67.6% | $6,407-53.9% |
| Admin fee / account holder | $667 | $17,308-96.1% | $16,298-95.9% | $12,270-94.6% |