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 | $2,521 | $34,308-92.7% | $74,701-96.6% | $72,985-96.5% |
| Participation rate | 70.0% | 42.4%+27.6pp | 54.5%+15.5pp | 69.5%+0.5pp |
| Annual return | 23.00% | 26.58%-3.6pp | 752.92%-729.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $152 | $692-78.0% | $1,084-86.0% | $2,440-93.8% |
| Participant deferral / active EE | $847 | $1,271-33.3% | $1,964-56.8% | $3,607-76.5% |
| Admin fee / account holder | $350 | $2,124-83.5% | $3,333-89.5% | $5,124-93.2% |