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 | $27,350 | $198,466-86.2% | $170,442-84.0% | $147,584-81.5% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 17.45% | 257.29%-239.8pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $3,274 | $6,184-47.0% | $5,433-39.7% | $4,876-32.9% |
| Participant deferral / active EE | $3,630 | $5,629-35.5% | $4,939-26.5% | $5,439-33.3% |
| Admin fee / account holder | $714 | $16,852-95.8% | $13,880-94.9% | $10,885-93.4% |