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 | $9,201 | $45,152-79.6% | $73,843-87.5% | $59,632-84.6% |
| Participation rate | 79.5% | 64.0%+15.5pp | 73.4%+6.0pp | 68.7%+10.8pp |
| Annual return | 0.08% | 27.40%-27.3pp | 2267.84%-2267.8pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $489 | $1,902-74.3% | $2,787-82.5% | $2,203-77.8% |
| Participant deferral / active EE | $1,342 | $2,574-47.9% | $3,583-62.5% | $3,192-57.9% |
| Admin fee / account holder | $1,366 | $3,516-61.1% | $4,880-72.0% | $4,297-68.2% |