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 | $32,192 | $198,466-83.8% | $170,442-81.1% | $147,584-78.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 16.75% | 257.29%-240.5pp | 205.93%-189.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,971 | $6,184-68.1% | $5,433-63.7% | $4,876-59.6% |
| Participant deferral / active EE | $5,602 | $5,629-0.5% | $4,939+13.4% | $5,439+3.0% |
| Admin fee / account holder | $2,898 | $16,852-82.8% | $13,880-79.1% | $10,885-73.4% |