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 | $22,083 | $209,411-89.5% | $178,490-87.6% | $158,922-86.1% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 20.89% | 188.75%-167.9pp | 151.07%-130.2pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,516 | $5,706-73.4% | $5,011-69.7% | $4,761-68.2% |
| Participant deferral / active EE | $3,211 | $5,954-46.1% | $5,202-38.3% | $5,982-46.3% |
| Admin fee / account holder | $544 | $17,074-96.8% | $13,984-96.1% | $11,246-95.2% |