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 | $11,151 | $105,859-89.5% | $90,160-87.6% | $147,584-92.4% |
| Participation rate | 76.5% | 79.7%-3.3pp | 76.9%-0.4pp | 82.8%-6.4pp |
| Annual return | 23.11% | 37.63%-14.5pp | 34.88%-11.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $1,585 | $4,126-61.6% | $3,318-52.2% | $4,876-67.5% |
| Participant deferral / active EE | $3,452 | $5,733-39.8% | $5,288-34.7% | $5,439-36.5% |
| Admin fee / account holder | $673 | $8,046-91.6% | $5,943-88.7% | $10,885-93.8% |