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 | $13,223 | $107,334-87.7% | $92,893-85.8% | $152,861-91.3% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 17.96% | 145.58%-127.6pp | 109.41%-91.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,539 | $4,221-39.9% | $3,653-30.5% | $4,762-46.7% |
| Participant deferral / active EE | $6,855 | $4,845+41.5% | $4,236+61.8% | $5,850+17.2% |
| Admin fee / account holder | $678 | $7,079-90.4% | $5,794-88.3% | $11,596-94.2% |