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 | $21,991 | $86,286-74.5% | $111,297-80.2% | $85,850-74.4% |
| Participation rate | 89.8% | 73.3%+16.5pp | 77.3%+12.5pp | 69.3%+20.5pp |
| Annual return | 50.03% | 19.99%+30.0pp | 54.65%-4.6pp | 318.53%-268.5pp |
| Employer contribution / active EE | $906 | $2,043-55.7% | $2,731-66.8% | $2,565-64.7% |
| Participant deferral / active EE | $2,044 | $3,641-43.9% | $4,487-54.5% | $3,952-48.3% |
| Admin fee / account holder | $1,326 | $8,188-83.8% | $7,964-83.4% | $6,260-78.8% |