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 | $13,537 | $85,766-84.2% | $136,294-90.1% | $70,131-80.7% |
| Participation rate | 96.9% | 74.2%+22.7pp | 81.9%+15.0pp | 69.5%+27.3pp |
| Annual return | 34.11% | 31.45%+2.7pp | 5155.94%-5121.8pp | 73.14%-39.0pp |
| Employer contribution / active EE | $874 | $2,966-70.5% | $4,695-81.4% | $2,342-62.7% |
| Participant deferral / active EE | $5,431 | $5,051+7.5% | $6,247-13.1% | $3,332+63.0% |
| Admin fee / account holder | $421 | $5,420-92.2% | $9,243-95.4% | $4,645-90.9% |