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 | $9,715 | $56,114-82.7% | $96,139-89.9% | $85,850-88.7% |
| Participation rate | 74.3% | 56.7%+17.6pp | 68.4%+5.8pp | 69.3%+5.0pp |
| Annual return | 49.36% | 42.30%+7.1pp | 191.94%-142.6pp | 318.53%-269.2pp |
| Employer contribution / active EE | $1,613 | $1,620-0.4% | $2,797-42.3% | $2,565-37.1% |
| Participant deferral / active EE | $2,520 | $2,859-11.9% | $4,349-42.1% | $3,952-36.2% |
| Admin fee / account holder | $5,841 | $3,768+55.0% | $5,537+5.5% | $6,260-6.7% |