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 | $91,835 | $91,8350% | $91,8350% | $91,8350% |
| Participation rate | 85.3% | 85.3%0pp | 85.3%0pp | 85.3%0pp |
| Annual return | 12.84% | 10.74%+2.1pp | 4.58%+8.3pp | 10.74%+2.1pp |
| Employer contribution / active EE | $1,115 | $3,567-68.7% | $1,1150% | $3,567-68.7% |
| Participant deferral / active EE | $4,240 | $530+700.0% | $4,2400% | $530+700.0% |
| Admin fee / account holder | $9,946 | $9,9460% | $9,9460% | $9,9460% |