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 | $13,445 | $63,346-78.8% | $92,233-85.4% | $70,131-80.8% |
| Participation rate | 88.5% | 68.7%+19.8pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 13.18% | 530.12%-516.9pp | 176.28%-163.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,383 | $2,471-44.1% | $3,679-62.4% | $2,342-41.0% |
| Participant deferral / active EE | $2,808 | $2,854-1.6% | $3,897-27.9% | $3,332-15.7% |
| Admin fee / account holder | $319 | $3,840-91.7% | $5,194-93.9% | $4,645-93.1% |