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 | $13,106 | $85,766-84.7% | $136,294-90.4% | $70,131-81.3% |
| Participation rate | 70.0% | 74.2%-4.2pp | 81.9%-11.9pp | 69.5%+0.5pp |
| Annual return | 30.13% | 31.45%-1.3pp | 5155.94%-5125.8pp | 73.14%-43.0pp |
| Employer contribution / active EE | $2,891 | $2,966-2.5% | $4,695-38.4% | $2,342+23.4% |
| Participant deferral / active EE | $3,198 | $5,051-36.7% | $6,247-48.8% | $3,332-4.0% |
| Admin fee / account holder | $323 | $5,420-94.0% | $9,243-96.5% | $4,645-93.1% |