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 | $10,144 | $91,190-88.9% | $178,490-94.3% | $79,858-87.3% |
| Participation rate | 86.2% | 69.2%+17.0pp | 81.9%+4.3pp | 69.6%+16.6pp |
| Annual return | 10.05% | 24.19%-14.1pp | 151.07%-141.0pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,595 | $3,256-51.0% | $5,011-68.2% | $2,471-35.5% |
| Participant deferral / active EE | $1,103 | $3,236-65.9% | $5,202-78.8% | $3,740-70.5% |
| Admin fee / account holder | $1,298 | $6,751-80.8% | $13,984-90.7% | $5,306-75.5% |