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 | $7,069 | $144,119-95.1% | $117,854-94.0% | $147,584-95.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 25.02% | 531.15%-506.1pp | 335.08%-310.1pp | 578.55%-553.5pp |
| Employer contribution / active EE | $1,085 | $4,896-77.8% | $3,786-71.3% | $4,876-77.7% |
| Participant deferral / active EE | $1,830 | $5,316-65.6% | $4,482-59.2% | $5,439-66.4% |
| Admin fee / account holder | $1,529 | $10,886-86.0% | $8,020-80.9% | $10,885-86.0% |