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 | $26,691 | $183,963-85.5% | $162,163-83.5% | $152,861-82.5% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.4%-0.6pp |
| Annual return | 17.26% | 150.76%-133.5pp | 115.59%-98.3pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,637 | $6,371-74.3% | $5,614-70.8% | $4,762-65.6% |
| Participant deferral / active EE | $6,461 | $8,034-19.6% | $7,298-11.5% | $5,850+10.4% |
| Admin fee / account holder | $2,658 | $13,121-79.7% | $10,843-75.5% | $11,596-77.1% |