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 | $26,498 | $162,781-83.7% | $133,956-80.2% | $158,922-83.3% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 19.48% | 41.94%-22.5pp | 45.09%-25.6pp | 302.83%-283.3pp |
| Employer contribution / active EE | $3,653 | $4,975-26.6% | $3,919-6.8% | $4,761-23.3% |
| Participant deferral / active EE | $4,651 | $5,911-21.3% | $5,048-7.9% | $5,982-22.3% |
| Admin fee / account holder | $306 | $11,736-97.4% | $8,927-96.6% | $11,246-97.3% |