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 | $15,288 | $63,346-75.9% | $92,233-83.4% | $70,131-78.2% |
| Participation rate | 76.0% | 68.7%+7.3pp | 76.5%-0.5pp | 69.5%+6.5pp |
| Annual return | 19.39% | 530.12%-510.7pp | 176.28%-156.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $802 | $2,471-67.5% | $3,679-78.2% | $2,342-65.8% |
| Participant deferral / active EE | $2,539 | $2,854-11.0% | $3,897-34.8% | $3,332-23.8% |
| Admin fee / account holder | $607 | $3,840-84.2% | $5,194-88.3% | $4,645-86.9% |