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 | $23,691 | $209,411-88.7% | $178,490-86.7% | $158,922-85.1% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 16.69% | 188.75%-172.1pp | 151.07%-134.4pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,407 | $5,706-57.8% | $5,011-52.0% | $4,761-49.4% |
| Participant deferral / active EE | $2,464 | $5,954-58.6% | $5,202-52.6% | $5,982-58.8% |
| Admin fee / account holder | $1,859 | $17,074-89.1% | $13,984-86.7% | $11,246-83.5% |