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 | $17,068 | $63,346-73.1% | $92,233-81.5% | $70,131-75.7% |
| Participation rate | 78.0% | 68.7%+9.4pp | 76.5%+1.6pp | 69.5%+8.5pp |
| Annual return | 17.71% | 530.12%-512.4pp | 176.28%-158.6pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,986 | $2,471-19.6% | $3,679-46.0% | $2,342-15.2% |
| Participant deferral / active EE | $2,191 | $2,854-23.2% | $3,897-43.8% | $3,332-34.2% |
| Admin fee / account holder | $570 | $3,840-85.2% | $5,194-89.0% | $4,645-87.7% |