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 | $23,660 | $99,985-76.3% | $146,665-83.9% | $85,850-72.4% |
| Participation rate | 93.6% | 73.1%+20.6pp | 80.1%+13.5pp | 69.3%+24.3pp |
| Annual return | 14.83% | 18.93%-4.1pp | 22.74%-7.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $956 | $2,559-62.6% | $4,136-76.9% | $2,565-62.7% |
| Participant deferral / active EE | $3,161 | $4,006-21.1% | $5,506-42.6% | $3,952-20.0% |
| Admin fee / account holder | $1,661 | $7,702-78.4% | $10,280-83.8% | $6,260-73.5% |