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 | $11,308 | $113,935-90.1% | $94,224-88.0% | $125,391-91.0% |
| Participation rate | 94.7% | 82.9%+11.8pp | 78.8%+16.0pp | 83.2%+11.5pp |
| Annual return | 120.17% | 5.29%+114.9pp | 10.68%+109.5pp | 282.22%-162.1pp |
| Employer contribution / active EE | $919 | $4,727-80.6% | $3,587-74.4% | $4,866-81.1% |
| Participant deferral / active EE | $2,430 | $5,179-53.1% | $4,320-43.7% | $5,352-54.6% |
| Admin fee / account holder | $1,873 | $8,391-77.7% | $6,269-70.1% | $9,540-80.4% |