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 | $20,215 | $198,466-89.8% | $170,442-88.1% | $147,584-86.3% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 13.23% | 257.29%-244.1pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,680 | $6,184-72.8% | $5,433-69.1% | $4,876-65.6% |
| Participant deferral / active EE | $1,952 | $5,629-65.3% | $4,939-60.5% | $5,439-64.1% |
| Admin fee / account holder | $420 | $16,852-97.5% | $13,880-97.0% | $10,885-96.1% |