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 | $9,435 | $52,279-82.0% | $89,391-89.4% | $79,858-88.2% |
| Participation rate | 90.0% | 57.5%+32.5pp | 68.0%+22.0pp | 69.6%+20.4pp |
| Annual return | 18.88% | 22.16%-3.3pp | 245.62%-226.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,094 | $1,572-30.4% | $2,586-57.7% | $2,471-55.7% |
| Participant deferral / active EE | $1,166 | $2,740-57.5% | $3,890-70.0% | $3,740-68.8% |
| Admin fee / account holder | $639 | $3,356-81.0% | $4,881-86.9% | $5,306-88.0% |