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 | $27,720 | $81,208-65.9% | $98,907-72.0% | $79,858-65.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 14.38% | 60.99%-46.6pp | 196.43%-182.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,272 | $1,960+15.9% | $2,689-15.5% | $2,471-8.1% |
| Participant deferral / active EE | $2,402 | $3,265-26.4% | $4,244-43.4% | $3,740-35.8% |
| Admin fee / account holder | $3,251 | $6,013-45.9% | $6,642-51.1% | $5,306-38.7% |