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 | $20,808 | $228,332-90.9% | $185,823-88.8% | $158,922-86.9% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 13.78% | 40.80%-27.0pp | 35.95%-22.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,936 | $4,967-40.9% | $4,087-28.2% | $4,761-38.3% |
| Participant deferral / active EE | $1,819 | $6,415-71.6% | $5,632-67.7% | $5,982-69.6% |
| Admin fee / account holder | $753 | $11,864-93.7% | $9,500-92.1% | $11,246-93.3% |