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 | $11,978 | $198,466-94.0% | $170,442-93.0% | $147,584-91.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 21.24% | 257.29%-236.1pp | 205.93%-184.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,621 | $6,184-73.8% | $5,433-70.2% | $4,876-66.7% |
| Participant deferral / active EE | $2,596 | $5,629-53.9% | $4,939-47.4% | $5,439-52.3% |
| Admin fee / account holder | $3,997 | $16,852-76.3% | $13,880-71.2% | $10,885-63.3% |