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 | $13,290 | $85,766-84.5% | $136,294-90.2% | $70,131-81.0% |
| Participation rate | 89.4% | 74.2%+15.2pp | 81.9%+7.5pp | 69.5%+19.9pp |
| Annual return | 31.98% | 31.45%+0.5pp | 5155.94%-5124.0pp | 73.14%-41.2pp |
| Employer contribution / active EE | $2,821 | $2,966-4.9% | $4,695-39.9% | $2,342+20.4% |
| Participant deferral / active EE | $5,636 | $5,051+11.6% | $6,247-9.8% | $3,332+69.2% |
| Admin fee / account holder | $2,317 | $5,420-57.3% | $9,243-74.9% | $4,645-50.1% |