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 | $20,909 | $78,422-73.3% | $95,952-78.2% | $79,858-73.8% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 32.90% | 19.37%+13.5pp | 91.61%-58.7pp | 31.71%+1.2pp |
| Employer contribution / active EE | $2,957 | $1,945+52.0% | $2,541+16.4% | $2,471+19.7% |
| Participant deferral / active EE | $8,217 | $3,440+138.9% | $4,167+97.2% | $3,740+119.7% |
| Admin fee / account holder | $630 | $5,622-88.8% | $6,795-90.7% | $5,306-88.1% |