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 | $11,454 | $85,766-86.6% | $136,294-91.6% | $70,131-83.7% |
| Participation rate | 94.0% | 74.2%+19.8pp | 81.9%+12.1pp | 69.5%+24.5pp |
| Annual return | 36.44% | 31.45%+5.0pp | 5155.94%-5119.5pp | 73.14%-36.7pp |
| Employer contribution / active EE | $3,197 | $2,966+7.8% | $4,695-31.9% | $2,342+36.5% |
| Participant deferral / active EE | $5,048 | $5,051-0.1% | $6,247-19.2% | $3,332+51.5% |
| Admin fee / account holder | $1,783 | $5,420-67.1% | $9,243-80.7% | $4,645-61.6% |