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 | $26,017 | $202,318-87.1% | $172,739-84.9% | $152,861-83.0% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 14.32% | 1029.65%-1015.3pp | 802.84%-788.5pp | 345.32%-331.0pp |
| Employer contribution / active EE | $1,578 | $5,856-73.1% | $5,143-69.3% | $4,762-66.9% |
| Participant deferral / active EE | $4,573 | $5,948-23.1% | $5,198-12.0% | $5,850-21.8% |
| Admin fee / account holder | $1,755 | $17,109-89.7% | $13,954-87.4% | $11,596-84.9% |