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 | $11,758 | $80,812-85.5% | $160,784-92.7% | $82,448-85.7% |
| Participation rate | 97.0% | 66.2%+30.8pp | 77.0%+20.1pp | 68.1%+28.9pp |
| Annual return | 15.07% | 100.59%-85.5pp | 1803.92%-1788.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $482 | $2,174-77.8% | $3,733-87.1% | $2,551-81.1% |
| Participant deferral / active EE | $3,113 | $4,335-28.2% | $6,293-50.5% | $4,139-24.8% |
| Admin fee / account holder | $980 | $7,695-87.3% | $9,717-89.9% | $7,234-86.5% |