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 | $14,563 | $144,119-89.9% | $117,854-87.6% | $147,584-90.1% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 20.06% | 531.15%-511.1pp | 335.08%-315.0pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,619 | $4,896-66.9% | $3,786-57.2% | $4,876-66.8% |
| Participant deferral / active EE | $4,641 | $5,316-12.7% | $4,482+3.6% | $5,439-14.7% |
| Admin fee / account holder | $877 | $10,886-91.9% | $8,020-89.1% | $10,885-91.9% |