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 | $14,446 | $98,240-85.3% | $82,313-82.5% | $147,584-90.2% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 17.11% | 30.85%-13.7pp | 25.88%-8.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,349 | $3,192-57.7% | $2,428-44.4% | $4,876-72.3% |
| Participant deferral / active EE | $2,683 | $4,383-38.8% | $3,706-27.6% | $5,439-50.7% |
| Admin fee / account holder | $1,047 | $8,563-87.8% | $5,608-81.3% | $10,885-90.4% |