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 | $22,860 | $198,466-88.5% | $170,442-86.6% | $147,584-84.5% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 12.85% | 257.29%-244.4pp | 205.93%-193.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,945 | $6,184-68.5% | $5,433-64.2% | $4,876-60.1% |
| Participant deferral / active EE | $4,773 | $5,629-15.2% | $4,939-3.4% | $5,439-12.2% |
| Admin fee / account holder | $2,983 | $16,852-82.3% | $13,880-78.5% | $10,885-72.6% |