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 | $15,454 | $102,317-84.9% | $146,958-89.5% | $80,856-80.9% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 22.22% | 134.76%-112.5pp | 418.34%-396.1pp | 35.59%-13.4pp |
| Employer contribution / active EE | $1,907 | $3,713-48.6% | $4,933-61.3% | $2,755-30.8% |
| Participant deferral / active EE | $2,892 | $6,644-56.5% | $8,070-64.2% | $4,296-32.7% |
| Admin fee / account holder | $367 | $7,941-95.4% | $12,998-97.2% | $6,918-94.7% |