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 | $25,701 | $144,119-82.2% | $117,854-78.2% | $147,584-82.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 11.48% | 531.15%-519.7pp | 335.08%-323.6pp | 578.55%-567.1pp |
| Employer contribution / active EE | $3,152 | $4,896-35.6% | $3,786-16.8% | $4,876-35.4% |
| Participant deferral / active EE | $5,207 | $5,316-2.1% | $4,482+16.2% | $5,439-4.3% |
| Admin fee / account holder | $539 | $10,886-95.1% | $8,020-93.3% | $10,885-95.1% |