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 | $23,490 | $144,119-83.7% | $117,854-80.1% | $147,584-84.1% |
| Participation rate | 78.3% | 83.4%-5.2pp | 79.7%-1.4pp | 82.8%-4.6pp |
| Annual return | 23.72% | 531.15%-507.4pp | 335.08%-311.4pp | 578.55%-554.8pp |
| Employer contribution / active EE | $3,366 | $4,896-31.2% | $3,786-11.1% | $4,876-31.0% |
| Participant deferral / active EE | $5,623 | $5,316+5.8% | $4,482+25.5% | $5,439+3.4% |
| Admin fee / account holder | $543 | $10,886-95.0% | $8,020-93.2% | $10,885-95.0% |