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 | $15,237 | $107,334-85.8% | $92,893-83.6% | $152,861-90.0% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 13.51% | 145.58%-132.1pp | 109.41%-95.9pp | 345.32%-331.8pp |
| Employer contribution / active EE | $1,313 | $4,221-68.9% | $3,653-64.1% | $4,762-72.4% |
| Participant deferral / active EE | $1,489 | $4,845-69.3% | $4,236-64.8% | $5,850-74.5% |
| Admin fee / account holder | $1,901 | $7,079-73.1% | $5,794-67.2% | $11,596-83.6% |