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 | $13,454 | $65,041-79.3% | $90,951-85.2% | $79,858-83.2% |
| Participation rate | 81.3% | 61.6%+19.6pp | 69.0%+12.2pp | 69.6%+11.6pp |
| Annual return | 17.67% | 30.45%-12.8pp | 134.60%-116.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $846 | $1,247-32.1% | $2,122-60.1% | $2,471-65.7% |
| Participant deferral / active EE | $1,592 | $2,512-36.6% | $3,373-52.8% | $3,740-57.4% |
| Admin fee / account holder | $1,969 | $4,536-56.6% | $5,959-67.0% | $5,306-62.9% |