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 | $20,751 | $157,256-86.8% | $141,162-85.3% | $152,861-86.4% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 23.42% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,498 | $5,261-52.5% | $4,735-47.2% | $4,762-47.5% |
| Participant deferral / active EE | $4,234 | $7,109-40.4% | $6,709-36.9% | $5,850-27.6% |
| Admin fee / account holder | $808 | $12,120-93.3% | $10,261-92.1% | $11,596-93.0% |