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 | $22,333 | $152,587-85.4% | $125,175-82.2% | $152,861-85.4% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.4%+10.9pp |
| Annual return | 19.99% | 54.84%-34.9pp | 43.79%-23.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,133 | $4,946-56.9% | $3,865-44.8% | $4,762-55.2% |
| Participant deferral / active EE | $2,733 | $5,868-53.4% | $4,937-44.6% | $5,850-53.3% |
| Admin fee / account holder | $1,755 | $13,434-86.9% | $9,702-81.9% | $11,596-84.9% |