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 | $12,213 | $91,190-86.6% | $178,490-93.2% | $79,858-84.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 44.51% | 24.19%+20.3pp | 151.07%-106.6pp | 31.71%+12.8pp |
| Employer contribution / active EE | $1,165 | $3,256-64.2% | $5,011-76.8% | $2,471-52.9% |
| Participant deferral / active EE | $2,866 | $3,236-11.4% | $5,202-44.9% | $3,740-23.4% |
| Admin fee / account holder | $341 | $6,751-95.0% | $13,984-97.6% | $5,306-93.6% |