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 | $11,785 | $118,849-90.1% | $96,562-87.8% | $167,490-93.0% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 13.00% | 50.49%-37.5pp | 37.78%-24.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,470 | $3,120-52.9% | $2,356-37.6% | $4,837-69.6% |
| Participant deferral / active EE | $3,824 | $4,616-17.2% | $3,849-0.6% | $6,341-39.7% |
| Admin fee / account holder | $501 | $8,065-93.8% | $6,181-91.9% | $12,309-95.9% |