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 | $20,823 | $228,332-90.9% | $185,823-88.8% | $158,922-86.9% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.0%+15.3pp | 82.0%+11.4pp |
| Annual return | 13.50% | 40.80%-27.3pp | 35.95%-22.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $728 | $4,967-85.3% | $4,087-82.2% | $4,761-84.7% |
| Participant deferral / active EE | $1,844 | $6,415-71.2% | $5,632-67.3% | $5,982-69.2% |
| Admin fee / account holder | $1,287 | $11,864-89.2% | $9,500-86.5% | $11,246-88.6% |