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 | $5,783 | $85,766-93.3% | $136,294-95.8% | $70,131-91.8% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 26.28% | 31.45%-5.2pp | 5155.94%-5129.7pp | 73.14%-46.9pp |
| Employer contribution / active EE | $1,013 | $2,966-65.8% | $4,695-78.4% | $2,342-56.7% |
| Participant deferral / active EE | $2,690 | $5,051-46.7% | $6,247-56.9% | $3,332-19.3% |
| Admin fee / account holder | $903 | $5,420-83.3% | $9,243-90.2% | $4,645-80.6% |