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 | $19,128 | $150,440-87.3% | $136,294-86.0% | $147,584-87.0% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 15.22% | 1049.08%-1033.9pp | 5155.94%-5140.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,977 | $5,256-62.4% | $4,695-57.9% | $4,876-59.5% |
| Participant deferral / active EE | $3,470 | $6,630-47.7% | $6,247-44.4% | $5,439-36.2% |
| Admin fee / account holder | $4,593 | $10,905-57.9% | $9,243-50.3% | $10,885-57.8% |