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 | $10,969 | $89,355-87.7% | $141,162-92.2% | $72,985-85.0% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 25.26% | 111.85%-86.6pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,377 | $3,114-55.8% | $4,735-70.9% | $2,440-43.6% |
| Participant deferral / active EE | $4,344 | $5,418-19.8% | $6,709-35.3% | $3,607+20.4% |
| Admin fee / account holder | $1,386 | $5,958-76.7% | $10,261-86.5% | $5,124-73.0% |