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 | $20,605 | $226,064-90.9% | $182,532-88.7% | $152,861-86.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 22.93% | 192.51%-169.6pp | 148.54%-125.6pp | 345.32%-322.4pp |
| Employer contribution / active EE | $631 | $4,978-87.3% | $4,076-84.5% | $4,762-86.8% |
| Participant deferral / active EE | $3,589 | $6,368-43.6% | $5,524-35.0% | $5,850-38.7% |
| Admin fee / account holder | $4,278 | $10,703-60.0% | $8,592-50.2% | $11,596-63.1% |