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 | $20,618 | $98,240-79.0% | $82,313-75.0% | $147,584-86.0% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 25.04% | 30.85%-5.8pp | 25.88%-0.8pp | 578.55%-553.5pp |
| Employer contribution / active EE | $2,950 | $3,192-7.6% | $2,428+21.5% | $4,876-39.5% |
| Participant deferral / active EE | $8,298 | $4,383+89.3% | $3,706+123.9% | $5,439+52.6% |
| Admin fee / account holder | $3,436 | $8,563-59.9% | $5,608-38.7% | $10,885-68.4% |