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 | $37,574 | $125,758-70.1% | $169,993-77.9% | $75,163-50.0% |
| Participation rate | 71.9% | 83.6%-11.7pp | 87.0%-15.1pp | 67.2%+4.7pp |
| Annual return | 21.68% | 27.20%-5.5pp | 53.37%-31.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,973 | $4,615-35.6% | $6,785-56.2% | $2,670+11.4% |
| Participant deferral / active EE | $4,513 | $6,837-34.0% | $10,408-56.6% | $4,125+9.4% |
| Admin fee / account holder | $889 | $8,173-89.1% | $12,815-93.1% | $5,651-84.3% |