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 | $21,713 | $85,766-74.7% | $136,294-84.1% | $70,131-69.0% |
| Participation rate | 76.1% | 74.2%+2.0pp | 81.9%-5.8pp | 69.5%+6.6pp |
| Annual return | 31.35% | 31.45%-0.1pp | 5155.94%-5124.6pp | 73.14%-41.8pp |
| Employer contribution / active EE | $1,811 | $2,966-38.9% | $4,695-61.4% | $2,342-22.7% |
| Participant deferral / active EE | $3,968 | $5,051-21.4% | $6,247-36.5% | $3,332+19.1% |
| Admin fee / account holder | $3,428 | $5,420-36.8% | $9,243-62.9% | $4,645-26.2% |