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 | $20,263 | $99,985-79.7% | $146,665-86.2% | $85,850-76.4% |
| Participation rate | 97.8% | 73.1%+24.8pp | 80.1%+17.8pp | 69.3%+28.5pp |
| Annual return | 27.36% | 18.93%+8.4pp | 22.74%+4.6pp | 318.53%-291.2pp |
| Employer contribution / active EE | $4,828 | $2,559+88.7% | $4,136+16.7% | $2,565+88.2% |
| Participant deferral / active EE | $4,460 | $4,006+11.3% | $5,506-19.0% | $3,952+12.9% |
| Admin fee / account holder | $1,672 | $7,702-78.3% | $10,280-83.7% | $6,260-73.3% |