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 | $14,447 | $67,606-78.6% | $82,313-82.4% | $70,131-79.4% |
| Participation rate | 73.7% | 72.8%+0.9pp | 76.9%-3.2pp | 69.5%+4.1pp |
| Annual return | 153.54% | 21.57%+132.0pp | 25.88%+127.7pp | 73.14%+80.4pp |
| Employer contribution / active EE | $373 | $1,755-78.8% | $2,428-84.7% | $2,342-84.1% |
| Participant deferral / active EE | $2,710 | $2,987-9.3% | $3,706-26.9% | $3,332-18.7% |
| Admin fee / account holder | $10,079 | $4,512+123.4% | $5,608+79.7% | $4,645+117.0% |