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 | $5,984 | $138,065-95.7% | $123,544-95.2% | $135,375-95.6% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | 4.86% | 153.68%-148.8pp | 119.20%-114.3pp | 519.73%-514.9pp |
| Employer contribution / active EE | $2,133 | $5,151-58.6% | $4,628-53.9% | $4,779-55.4% |
| Participant deferral / active EE | $2,706 | $6,799-60.2% | $6,426-57.9% | $5,609-51.8% |
| Admin fee / account holder | $2,694 | $10,916-75.3% | $9,284-71.0% | $10,827-75.1% |