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 | $15,670 | $105,859-85.2% | $90,160-82.6% | $147,584-89.4% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 14.13% | 37.63%-23.5pp | 34.88%-20.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,608 | $4,126-61.0% | $3,318-51.5% | $4,876-67.0% |
| Participant deferral / active EE | $2,424 | $5,733-57.7% | $5,288-54.1% | $5,439-55.4% |
| Admin fee / account holder | $1,398 | $8,046-82.6% | $5,943-76.5% | $10,885-87.2% |