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 9-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 | $17,462 | $135,635-87.1% | $110,238-84.2% | $135,375-87.1% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.8%-2.9pp | 82.6%-5.7pp |
| Annual return | 13.18% | 513.19%-500.0pp | 314.74%-301.6pp | 519.73%-506.6pp |
| Employer contribution / active EE | $3,005 | $4,906-38.8% | $3,826-21.5% | $4,779-37.1% |
| Participant deferral / active EE | $3,800 | $5,506-31.0% | $4,672-18.7% | $5,609-32.3% |
| Admin fee / account holder | $3,402 | $11,457-70.3% | $8,547-60.2% | $10,827-68.6% |