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 | $16,810 | $85,766-80.4% | $136,294-87.7% | $70,131-76.0% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 27.38% | 31.45%-4.1pp | 5155.94%-5128.6pp | 73.14%-45.8pp |
| Employer contribution / active EE | $3,079 | $2,966+3.8% | $4,695-34.4% | $2,342+31.4% |
| Participant deferral / active EE | $6,404 | $5,051+26.8% | $6,247+2.5% | $3,332+92.2% |
| Admin fee / account holder | $547 | $5,420-89.9% | $9,243-94.1% | $4,645-88.2% |