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 | $13,183 | $52,519-74.9% | $155,790-91.5% | $59,632-77.9% |
| Participation rate | 76.5% | 61.7%+14.8pp | 76.1%+0.4pp | 68.7%+7.8pp |
| Annual return | 4.20% | 53.51%-49.3pp | 71.54%-67.3pp | 2041.28%-2037.1pp |
| Employer contribution / active EE | $775 | $1,589-51.3% | $3,836-79.8% | $2,203-64.8% |
| Participant deferral / active EE | $1,235 | $3,084-60.0% | $4,797-74.2% | $3,192-61.3% |
| Admin fee / account holder | $820 | $3,540-76.8% | $7,478-89.0% | $4,297-80.9% |