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 | $23,425 | $144,119-83.7% | $117,854-80.1% | $147,584-84.1% |
| Participation rate | 79.2% | 83.4%-4.3pp | 79.7%-0.5pp | 82.8%-3.7pp |
| Annual return | 25.41% | 531.15%-505.7pp | 335.08%-309.7pp | 578.55%-553.1pp |
| Employer contribution / active EE | $1,691 | $4,896-65.5% | $3,786-55.3% | $4,876-65.3% |
| Participant deferral / active EE | $2,260 | $5,316-57.5% | $4,482-49.6% | $5,439-58.4% |
| Admin fee / account holder | $524 | $10,886-95.2% | $8,020-93.5% | $10,885-95.2% |