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 | $28,697 | $162,781-82.4% | $133,956-78.6% | $158,922-81.9% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 11.21% | 41.94%-30.7pp | 45.09%-33.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,175 | $4,975-76.4% | $3,919-70.0% | $4,761-75.3% |
| Participant deferral / active EE | $2,196 | $5,911-62.8% | $5,048-56.5% | $5,982-63.3% |
| Admin fee / account holder | $1,078 | $11,736-90.8% | $8,927-87.9% | $11,246-90.4% |