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 | $11,755 | $101,069-88.4% | $81,478-85.6% | $147,584-92.0% |
| Participation rate | 88.2% | 74.5%+13.8pp | 68.0%+20.3pp | 82.8%+5.4pp |
| Annual return | 18.95% | 32.40%-13.5pp | 38.78%-19.8pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,338 | $3,205-58.2% | $2,568-47.9% | $4,876-72.6% |
| Participant deferral / active EE | $1,595 | $4,242-62.4% | $3,537-54.9% | $5,439-70.7% |
| Admin fee / account holder | $779 | $5,812-86.6% | $4,561-82.9% | $10,885-92.8% |