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 | $10,855 | $60,124-81.9% | $90,404-88.0% | $79,858-86.4% |
| Participation rate | 77.8% | 65.0%+12.8pp | 72.7%+5.1pp | 69.6%+8.1pp |
| Annual return | 21.78% | 71.94%-50.2pp | 1293.02%-1271.2pp | 31.71%-9.9pp |
| Employer contribution / active EE | $691 | $2,068-66.6% | $3,262-78.8% | $2,471-72.0% |
| Participant deferral / active EE | $2,195 | $2,938-25.3% | $3,963-44.6% | $3,740-41.3% |
| Admin fee / account holder | $707 | $3,976-82.2% | $5,611-87.4% | $5,306-86.7% |