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 | $26,551 | $217,402-87.8% | $185,823-85.7% | $167,490-84.1% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 22.99% | 148.36%-125.4pp | 122.05%-99.1pp | 478.56%-455.6pp |
| Employer contribution / active EE | $2,854 | $5,873-51.4% | $5,167-44.8% | $4,837-41.0% |
| Participant deferral / active EE | $5,205 | $6,356-18.1% | $5,568-6.5% | $6,341-17.9% |
| Admin fee / account holder | $968 | $19,811-95.1% | $16,237-94.0% | $12,309-92.1% |