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 | $8,716 | $79,449-89.0% | $189,557-95.4% | $85,850-89.8% |
| Participation rate | 93.5% | 66.0%+27.5pp | 78.4%+15.0pp | 69.3%+24.2pp |
| Annual return | 15.89% | 18.45%-2.6pp | 64.17%-48.3pp | 318.53%-302.6pp |
| Employer contribution / active EE | $489 | $2,081-76.5% | $4,412-88.9% | $2,565-80.9% |
| Participant deferral / active EE | $3,003 | $4,051-25.9% | $6,174-51.4% | $3,952-24.0% |
| Admin fee / account holder | $3,748 | $5,377-30.3% | $9,807-61.8% | $6,260-40.1% |