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 | $4,624 | $89,355-94.8% | $141,162-96.7% | $72,985-93.7% |
| Participation rate | 96.3% | 75.1%+21.1pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 22.92% | 111.85%-88.9pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,961 | $3,114-37.0% | $4,735-58.6% | $2,440-19.6% |
| Participant deferral / active EE | $2,687 | $5,418-50.4% | $6,709-59.9% | $3,607-25.5% |
| Admin fee / account holder | $2,040 | $5,958-65.8% | $10,261-80.1% | $5,124-60.2% |