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 | $11,400 | $98,750-88.5% | $149,696-92.4% | $79,858-85.7% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.5%+11.7pp | 69.6%+24.6pp |
| Annual return | 19.51% | 27.43%-7.9pp | 276.60%-257.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,028 | $3,216-68.0% | $4,644-77.9% | $2,471-58.4% |
| Participant deferral / active EE | $2,874 | $5,680-49.4% | $6,842-58.0% | $3,740-23.2% |
| Admin fee / account holder | $485 | $6,053-92.0% | $9,309-94.8% | $5,306-90.9% |