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 | $83,902-86.0% | $167,512-93.0% | $84,808-86.1% |
| Participation rate | 97.0% | 66.5%+30.6pp | 77.1%+20.0pp | 68.3%+28.7pp |
| Annual return | 15.07% | 91.55%-76.5pp | 1615.79%-1600.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $482 | $2,264-78.7% | $3,882-87.6% | $2,631-81.7% |
| Participant deferral / active EE | $3,113 | $4,442-29.9% | $6,405-51.4% | $4,212-26.1% |
| Admin fee / account holder | $980 | $7,915-87.6% | $9,769-90.0% | $7,344-86.7% |