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 | $19,254 | $198,466-90.3% | $170,442-88.7% | $147,584-87.0% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 21.93% | 257.29%-235.4pp | 205.93%-184.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $2,195 | $6,184-64.5% | $5,433-59.6% | $4,876-55.0% |
| Participant deferral / active EE | $5,881 | $5,629+4.5% | $4,939+19.1% | $5,439+8.1% |
| Admin fee / account holder | $1,240 | $16,852-92.6% | $13,880-91.1% | $10,885-88.6% |