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 | $11,335 | $96,557-88.3% | $80,975-86.0% | $273,961-95.9% |
| Participation rate | 88.2% | 79.1%+9.2pp | 75.8%+12.4pp | 83.0%+5.2pp |
| Annual return | 6663.17% | 15.14%+6648.0pp | 17.10%+6646.1pp | 41.45%+6621.7pp |
| Employer contribution / active EE | $1,989 | $4,868-59.1% | $3,714-46.4% | $4,869-59.1% |
| Participant deferral / active EE | $4,036 | $6,598-38.8% | $5,696-29.1% | $5,287-23.7% |
| Admin fee / account holder | $638 | $7,492-91.5% | $5,516-88.4% | $10,132-93.7% |