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 | $20,050 | $154,117-87.0% | $129,995-84.6% | $139,434-85.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.67% | 32.48%-16.8pp | -137.18%+152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,513 | $5,289-33.6% | $4,320-18.7% | $4,751-26.1% |
| Participant deferral / active EE | $3,903 | $6,710-41.8% | $5,820-32.9% | $6,710-41.8% |
| Admin fee / account holder | $498 | $14,007-96.4% | $10,614-95.3% | $11,403-95.6% |