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 | $10,274 | $91,190-88.7% | $178,490-94.2% | $79,858-87.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.24% | 24.19%-5.9pp | 151.07%-132.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $658 | $3,256-79.8% | $5,011-86.9% | $2,471-73.4% |
| Participant deferral / active EE | $1,642 | $3,236-49.3% | $5,202-68.4% | $3,740-56.1% |
| Admin fee / account holder | $453 | $6,751-93.3% | $13,984-96.8% | $5,306-91.5% |