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 | $25,727 | $209,411-87.7% | $178,490-85.6% | $158,922-83.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 16.56% | 188.75%-172.2pp | 151.07%-134.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,179 | $5,706-61.8% | $5,011-56.5% | $4,761-54.2% |
| Participant deferral / active EE | $2,530 | $5,954-57.5% | $5,202-51.4% | $5,982-57.7% |
| Admin fee / account holder | $3,373 | $17,074-80.2% | $13,984-75.9% | $11,246-70.0% |