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 | $21,006 | $102,382-79.5% | $147,005-85.7% | $80,874-74.0% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.2%-4.1pp | 67.6%+10.4pp |
| Annual return | 12.67% | 134.89%-122.2pp | 418.76%-406.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $3,827 | $3,715+3.0% | $4,934-22.4% | $2,756+38.9% |
| Participant deferral / active EE | $7,965 | $6,646+19.8% | $8,070-1.3% | $4,297+85.4% |
| Admin fee / account holder | $6,899 | $7,942-13.1% | $13,006-47.0% | $6,935-0.5% |