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 | $14,439 | $84,233-82.9% | $170,442-91.5% | $70,131-79.4% |
| Participation rate | 93.7% | 70.8%+22.8pp | 83.6%+10.1pp | 69.5%+24.1pp |
| Annual return | 29.93% | 23.06%+6.9pp | 205.93%-176.0pp | 73.14%-43.2pp |
| Employer contribution / active EE | $2,172 | $3,387-35.9% | $5,433-60.0% | $2,342-7.3% |
| Participant deferral / active EE | $2,811 | $3,086-8.9% | $4,939-43.1% | $3,332-15.6% |
| Admin fee / account holder | $1,313 | $5,698-77.0% | $13,880-90.5% | $4,645-71.7% |