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 | $15,887 | $99,079-84.0% | $77,999-79.6% | $273,961-94.2% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.5%+5.7pp | 83.0%-1.8pp |
| Annual return | 4.52% | 217.93%-213.4pp | 425.96%-421.4pp | 41.45%-36.9pp |
| Employer contribution / active EE | $4,147 | $3,308+25.4% | $2,470+67.9% | $4,869-14.8% |
| Participant deferral / active EE | $1,623 | $4,306-62.3% | $3,497-53.6% | $5,287-69.3% |
| Admin fee / account holder | $1,459 | $8,954-83.7% | $5,480-73.4% | $10,132-85.6% |