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 | $11,514 | $84,233-86.3% | $170,442-93.2% | $70,131-83.6% |
| Participation rate | 72.9% | 70.8%+2.1pp | 83.6%-10.7pp | 69.5%+3.4pp |
| Annual return | 13.09% | 23.06%-10.0pp | 205.93%-192.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $652 | $3,387-80.7% | $5,433-88.0% | $2,342-72.1% |
| Participant deferral / active EE | $928 | $3,086-69.9% | $4,939-81.2% | $3,332-72.1% |
| Admin fee / account holder | $1,563 | $5,698-72.6% | $13,880-88.7% | $4,645-66.3% |