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 | $22,342 | $105,181-78.8% | $159,436-86.0% | $85,850-74.0% |
| Participation rate | 86.8% | 75.8%+11.1pp | 82.8%+4.0pp | 69.3%+17.5pp |
| Annual return | 14.25% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $698 | $3,318-79.0% | $4,829-85.5% | $2,565-72.8% |
| Participant deferral / active EE | $2,681 | $5,945-54.9% | $7,352-63.5% | $3,952-32.1% |
| Admin fee / account holder | $5,721 | $6,933-17.5% | $10,799-47.0% | $6,260-8.6% |