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 | $26,079 | $197,591-86.8% | $177,821-85.3% | $158,922-83.6% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 75.57% | 58.76%+16.8pp | 48.32%+27.2pp | 302.83%-227.3pp |
| Employer contribution / active EE | $2,767 | $6,697-58.7% | $5,918-53.2% | $4,761-41.9% |
| Participant deferral / active EE | $7,810 | $8,405-7.1% | $7,714+1.2% | $5,982+30.6% |
| Admin fee / account holder | $9,365 | $15,399-39.2% | $12,427-24.6% | $11,246-16.7% |