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 | $15,227 | $89,355-83.0% | $141,162-89.2% | $72,985-79.1% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 22.33% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,552 | $3,114-50.2% | $4,735-67.2% | $2,440-36.4% |
| Participant deferral / active EE | $3,207 | $5,418-40.8% | $6,709-52.2% | $3,607-11.1% |
| Admin fee / account holder | $1,107 | $5,958-81.4% | $10,261-89.2% | $5,124-78.4% |