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 | $11,667 | $85,202-86.3% | $172,739-93.2% | $72,985-84.0% |
| Participation rate | 95.4% | 70.1%+25.3pp | 82.6%+12.7pp | 69.5%+25.9pp |
| Annual return | 20.38% | 27.32%-6.9pp | 802.84%-782.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $695 | $3,324-79.1% | $5,143-86.5% | $2,440-71.5% |
| Participant deferral / active EE | $2,523 | $3,260-22.6% | $5,198-51.5% | $3,607-30.1% |
| Admin fee / account holder | $386 | $5,884-93.4% | $13,954-97.2% | $5,124-92.5% |