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 | $9,681 | $45,152-78.6% | $73,843-86.9% | $59,632-83.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.05% | 27.40%-26.3pp | 2267.84%-2266.8pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $920 | $1,902-51.6% | $2,787-67.0% | $2,203-58.2% |
| Participant deferral / active EE | $1,119 | $2,574-56.5% | $3,583-68.8% | $3,192-64.9% |
| Admin fee / account holder | $1,967 | $3,516-44.0% | $4,880-59.7% | $4,297-54.2% |