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 | $5,717 | $52,580-89.1% | $71,671-92.0% | $70,131-91.8% |
| Participation rate | 88.9% | 60.9%+28.0pp | 68.7%+20.1pp | 69.5%+19.3pp |
| Annual return | 13.66% | 20.25%-6.6pp | 20.65%-7.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $450 | $1,616-72.1% | $2,460-81.7% | $2,342-80.8% |
| Participant deferral / active EE | $1,049 | $2,386-56.0% | $3,438-69.5% | $3,332-68.5% |
| Admin fee / account holder | $1,330 | $3,653-63.6% | $5,558-76.1% | $4,645-71.4% |