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 | $8,624 | $83,902-89.7% | $167,512-94.9% | $84,808-89.8% |
| Participation rate | 74.6% | 66.5%+8.1pp | 77.1%-2.5pp | 68.3%+6.3pp |
| Annual return | 16.30% | 91.55%-75.2pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $759 | $2,264-66.5% | $3,882-80.4% | $2,631-71.1% |
| Participant deferral / active EE | $1,896 | $4,442-57.3% | $6,405-70.4% | $4,212-55.0% |
| Admin fee / account holder | $612 | $7,915-92.3% | $9,769-93.7% | $7,344-91.7% |