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 | $11,543 | $84,233-86.3% | $170,442-93.2% | $70,131-83.5% |
| Participation rate | 85.0% | 70.8%+14.2pp | 83.6%+1.4pp | 69.5%+15.5pp |
| Annual return | 19.39% | 23.06%-3.7pp | 205.93%-186.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $723 | $3,387-78.7% | $5,433-86.7% | $2,342-69.2% |
| Participant deferral / active EE | $1,344 | $3,086-56.4% | $4,939-72.8% | $3,332-59.7% |
| Admin fee / account holder | $354 | $5,698-93.8% | $13,880-97.4% | $4,645-92.4% |