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 | $6,943 | $84,233-91.8% | $170,442-95.9% | $70,131-90.1% |
| Participation rate | 70.1% | 70.8%-0.7pp | 83.6%-13.5pp | 69.5%+0.6pp |
| Annual return | 17.78% | 23.06%-5.3pp | 205.93%-188.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $542 | $3,387-84.0% | $5,433-90.0% | $2,342-76.9% |
| Participant deferral / active EE | $941 | $3,086-69.5% | $4,939-81.0% | $3,332-71.8% |
| Admin fee / account holder | $804 | $5,698-85.9% | $13,880-94.2% | $4,645-82.7% |