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 | $15,402 | $63,346-75.7% | $92,233-83.3% | $70,131-78.0% |
| Participation rate | 76.9% | 68.7%+8.3pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 16.37% | 530.12%-513.7pp | 176.28%-159.9pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,818 | $2,471-26.4% | $3,679-50.6% | $2,342-22.4% |
| Participant deferral / active EE | $4,084 | $2,854+43.1% | $3,897+4.8% | $3,332+22.6% |
| Admin fee / account holder | $527 | $3,840-86.3% | $5,194-89.9% | $4,645-88.7% |