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 | $12,437 | $70,669-82.4% | $169,368-92.7% | $75,163-83.5% |
| Participation rate | 97.1% | 64.8%+32.4pp | 77.1%+20.0pp | 67.2%+30.0pp |
| Annual return | 21.81% | 36.36%-14.6pp | 405.60%-383.8pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,513 | $2,211-31.6% | $4,013-62.3% | $2,670-43.3% |
| Participant deferral / active EE | $2,865 | $4,311-33.5% | $6,221-53.9% | $4,125-30.5% |
| Admin fee / account holder | $4,657 | $5,402-13.8% | $9,003-48.3% | $5,651-17.6% |