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 | $21,813 | $91,538-76.2% | $129,995-83.2% | $75,163-71.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.99% | -631.11%+646.1pp | -137.18%+152.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,301 | $2,845-54.3% | $4,320-69.9% | $2,670-51.3% |
| Participant deferral / active EE | $2,963 | $4,341-31.7% | $5,820-49.1% | $4,125-28.2% |
| Admin fee / account holder | $4,193 | $6,790-38.3% | $10,614-60.5% | $5,651-25.8% |