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 | $6,660 | $90,503-92.6% | $78,689-91.5% | $273,961-97.6% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 12.10% | 75.60%-63.5pp | 62.18%-50.1pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,607 | $3,176-49.4% | $2,851-43.6% | $4,869-67.0% |
| Participant deferral / active EE | $2,078 | $3,901-46.7% | $3,517-40.9% | $5,287-60.7% |
| Admin fee / account holder | $810 | $5,263-84.6% | $4,510-82.1% | $10,132-92.0% |