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 | $30,262 | $209,832-85.6% | $189,513-84.0% | $167,490-81.9% |
| Participation rate | 94.7% | 88.7%+6.1pp | 87.8%+6.9pp | 82.1%+12.6pp |
| Annual return | 15.52% | 748.27%-732.8pp | 555.15%-539.6pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,588 | $6,914-77.0% | $6,162-74.2% | $4,837-67.2% |
| Participant deferral / active EE | $5,399 | $8,935-39.6% | $8,221-34.3% | $6,341-14.9% |
| Admin fee / account holder | $2,307 | $14,293-83.9% | $12,045-80.8% | $12,309-81.3% |