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 | $12,059 | $107,334-88.8% | $92,893-87.0% | $152,861-92.1% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 20.23% | 145.58%-125.4pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,037 | $4,221-75.4% | $3,653-71.6% | $4,762-78.2% |
| Participant deferral / active EE | $1,935 | $4,845-60.1% | $4,236-54.3% | $5,850-66.9% |
| Admin fee / account holder | $498 | $7,079-93.0% | $5,794-91.4% | $11,596-95.7% |