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 | $22,046 | $89,355-75.3% | $141,162-84.4% | $72,985-69.8% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 26.24% | 111.85%-85.6pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,212 | $3,114-61.1% | $4,735-74.4% | $2,440-50.3% |
| Participant deferral / active EE | $4,927 | $5,418-9.1% | $6,709-26.6% | $3,607+36.6% |
| Admin fee / account holder | $1,272 | $5,958-78.7% | $10,261-87.6% | $5,124-75.2% |