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 | $16,831 | $78,672-78.6% | $109,143-84.6% | $85,850-80.4% |
| Participation rate | 92.0% | 68.3%+23.7pp | 75.9%+16.1pp | 69.3%+22.7pp |
| Annual return | 17.27% | 25.09%-7.8pp | 25.75%-8.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,128 | $2,735-58.8% | $3,722-69.7% | $2,565-56.0% |
| Participant deferral / active EE | $1,799 | $3,467-48.1% | $4,653-61.3% | $3,952-54.5% |
| Admin fee / account holder | $908 | $5,469-83.4% | $6,752-86.6% | $6,260-85.5% |