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 | $7,640 | $99,079-92.3% | $77,999-90.2% | $273,961-97.2% |
| Participation rate | 70.8% | 78.6%-7.7pp | 75.5%-4.7pp | 83.0%-12.2pp |
| Annual return | 10.20% | 217.93%-207.7pp | 425.96%-415.8pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,212 | $3,308-63.4% | $2,470-50.9% | $4,869-75.1% |
| Participant deferral / active EE | $3,005 | $4,306-30.2% | $3,497-14.1% | $5,287-43.2% |
| Admin fee / account holder | $692 | $8,954-92.3% | $5,480-87.4% | $10,132-93.2% |