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 | $40,452 | $121,341-66.7% | $189,513-78.7% | $79,386-49.0% |
| Participation rate | 85.3% | 86.1%-0.8pp | 87.8%-2.5pp | 70.7%+14.6pp |
| Annual return | 17.52% | 21.08%-3.6pp | 555.15%-537.6pp | 116.85%-99.3pp |
| Employer contribution / active EE | $1,993 | $3,915-49.1% | $6,162-67.7% | $2,427-17.9% |
| Participant deferral / active EE | $3,816 | $6,395-40.3% | $8,221-53.6% | $4,046-5.7% |
| Admin fee / account holder | $1,090 | $651+67.3% | $12,045-91.0% | $626+73.9% |