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 | $19,053 | $78,705-75.8% | $117,854-83.8% | $70,131-72.8% |
| Participation rate | 71.7% | 73.2%-1.5pp | 79.7%-8.0pp | 69.5%+2.2pp |
| Annual return | 21.21% | 23.30%-2.1pp | 335.08%-313.9pp | 73.14%-51.9pp |
| Employer contribution / active EE | $10,275 | $2,223+362.1% | $3,786+171.4% | $2,342+338.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,106 | $5,065-18.9% | $8,020-48.8% | $4,645-11.6% |