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 | $20,681 | $85,766-75.9% | $136,294-84.8% | $70,131-70.5% |
| Participation rate | 91.5% | 74.2%+17.3pp | 81.9%+9.5pp | 69.5%+21.9pp |
| Annual return | 20.68% | 31.45%-10.8pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,799 | $2,966-39.4% | $4,695-61.7% | $2,342-23.2% |
| Participant deferral / active EE | $3,707 | $5,051-26.6% | $6,247-40.7% | $3,332+11.3% |
| Admin fee / account holder | $3,031 | $5,420-44.1% | $9,243-67.2% | $4,645-34.7% |