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 | $28,762 | $144,119-80.0% | $117,854-75.6% | $147,584-80.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 21.67% | 531.15%-509.5pp | 335.08%-313.4pp | 578.55%-556.9pp |
| Employer contribution / active EE | $4,929 | $4,896+0.7% | $3,786+30.2% | $4,876+1.1% |
| Participant deferral / active EE | $3,657 | $5,316-31.2% | $4,482-18.4% | $5,439-32.8% |
| Admin fee / account holder | $3,052 | $10,886-72.0% | $8,020-61.9% | $10,885-72.0% |