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 | $12,494 | $101,069-87.6% | $81,478-84.7% | $147,584-91.5% |
| Participation rate | 77.8% | 74.5%+3.3pp | 68.0%+9.8pp | 82.8%-5.1pp |
| Annual return | 14.72% | 32.40%-17.7pp | 38.78%-24.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $325 | $3,205-89.9% | $2,568-87.3% | $4,876-93.3% |
| Participant deferral / active EE | $626 | $4,242-85.2% | $3,537-82.3% | $5,439-88.5% |
| Admin fee / account holder | $1,251 | $5,812-78.5% | $4,561-72.6% | $10,885-88.5% |