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 | $15,430 | $68,547-77.5% | $120,354-87.2% | $80,856-80.9% |
| Participation rate | 74.5% | 61.6%+12.9pp | 71.9%+2.6pp | 67.6%+6.8pp |
| Annual return | 26.91% | 23.60%+3.3pp | 107.15%-80.2pp | 35.59%-8.7pp |
| Employer contribution / active EE | $2,653 | $2,051+29.3% | $3,463-23.4% | $2,755-3.7% |
| Participant deferral / active EE | $2,411 | $3,173-24.0% | $4,991-51.7% | $4,296-43.9% |
| Admin fee / account holder | $4,093 | $5,732-28.6% | $9,423-56.6% | $6,918-40.8% |