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 | $21,973 | $165,335-86.7% | $149,696-85.3% | $158,922-86.2% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 29.59% | 348.15%-318.6pp | 276.60%-247.0pp | 302.83%-273.2pp |
| Employer contribution / active EE | $1,615 | $5,103-68.4% | $4,644-65.2% | $4,761-66.1% |
| Participant deferral / active EE | $5,624 | $7,181-21.7% | $6,842-17.8% | $5,982-6.0% |
| Admin fee / account holder | $1,651 | $10,807-84.7% | $9,309-82.3% | $11,246-85.3% |