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 | $20,799 | $157,256-86.8% | $141,162-85.3% | $152,861-86.4% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.4%+2.6pp |
| Annual return | 19.36% | 64.32%-45.0pp | 71.39%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,551 | $5,261-51.5% | $4,735-46.1% | $4,762-46.4% |
| Participant deferral / active EE | $3,828 | $7,109-46.1% | $6,709-42.9% | $5,850-34.6% |
| Admin fee / account holder | $838 | $12,120-93.1% | $10,261-91.8% | $11,596-92.8% |