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 | $8,219 | $85,202-90.4% | $172,739-95.2% | $72,985-88.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.67% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $664 | $3,324-80.0% | $5,143-87.1% | $2,440-72.8% |
| Participant deferral / active EE | $1,658 | $3,260-49.1% | $5,198-68.1% | $3,607-54.0% |
| Admin fee / account holder | $518 | $5,884-91.2% | $13,954-96.3% | $5,124-89.9% |