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 | $12,764 | $99,079-87.1% | $77,999-83.6% | $273,961-95.3% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.5%+18.9pp | 83.0%+11.4pp |
| Annual return | 2.61% | 217.93%-215.3pp | 425.96%-423.4pp | 41.45%-38.8pp |
| Employer contribution / active EE | $1,467 | $3,308-55.7% | $2,470-40.6% | $4,869-69.9% |
| Participant deferral / active EE | $2,824 | $4,306-34.4% | $3,497-19.2% | $5,287-46.6% |
| Admin fee / account holder | $505 | $8,954-94.4% | $5,480-90.8% | $10,132-95.0% |