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 | $19,364 | $78,672-75.4% | $109,143-82.3% | $85,850-77.4% |
| Participation rate | 90.8% | 68.3%+22.5pp | 75.9%+14.9pp | 69.3%+21.5pp |
| Annual return | 16.25% | 25.09%-8.8pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,174 | $2,735-20.5% | $3,722-41.6% | $2,565-15.3% |
| Participant deferral / active EE | $3,184 | $3,467-8.2% | $4,653-31.6% | $3,952-19.4% |
| Admin fee / account holder | $1,419 | $5,469-74.1% | $6,752-79.0% | $6,260-77.3% |