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 | $14,783 | $78,422-81.1% | $95,952-84.6% | $79,858-81.5% |
| Participation rate | 87.7% | 73.5%+14.2pp | 77.1%+10.6pp | 69.6%+18.1pp |
| Annual return | 64.61% | 19.37%+45.2pp | 91.61%-27.0pp | 31.71%+32.9pp |
| Employer contribution / active EE | $2,018 | $1,945+3.8% | $2,541-20.6% | $2,471-18.3% |
| Participant deferral / active EE | $5,886 | $3,440+71.1% | $4,167+41.3% | $3,740+57.4% |
| Admin fee / account holder | $1,735 | $5,622-69.1% | $6,795-74.5% | $5,306-67.3% |