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 | $23,688 | $87,841-73.0% | $133,980-82.3% | $62,891-62.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 87.1%+3.8pp | 69.3%+21.6pp |
| Annual return | 98.00% | 12.05%+85.9pp | 29.30%+68.7pp | 20.14%+77.9pp |
| Employer contribution / active EE | $3,425 | $3,483-1.7% | $5,211-34.3% | $2,281+50.2% |
| Participant deferral / active EE | $6,194 | $4,812+28.7% | $6,282-1.4% | $3,203+93.4% |
| Admin fee / account holder | $611 | $5,371-88.6% | $9,324-93.5% | $4,296-85.8% |