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 | $22,624 | $98,750-77.1% | $149,696-84.9% | $79,858-71.7% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 14.36% | 27.43%-13.1pp | 276.60%-262.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,780 | $3,216-44.7% | $4,644-61.7% | $2,471-28.0% |
| Participant deferral / active EE | $3,502 | $5,680-38.3% | $6,842-48.8% | $3,740-6.4% |
| Admin fee / account holder | $3,520 | $6,053-41.8% | $9,309-62.2% | $5,306-33.7% |