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 | $30,032 | $79,171-62.1% | $102,423-70.7% | $74,495-59.7% |
| Participation rate | 73.9% | 74.8%-0.8pp | 76.5%-2.5pp | 67.2%+6.7pp |
| Annual return | 12.69% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,289 | $2,362-3.1% | $3,023-24.3% | $2,623-12.7% |
| Participant deferral / active EE | $3,961 | $4,415-10.3% | $5,053-21.6% | $4,346-8.9% |
| Admin fee / account holder | $3,404 | $2,001+70.2% | $9,451-64.0% | $1,942+75.3% |