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 | $12,292 | $95,971-87.2% | $74,550-83.5% | $135,375-90.9% |
| Participation rate | 95.8% | 75.7%+20.2pp | 69.1%+26.7pp | 82.6%+13.2pp |
| Annual return | 18.45% | 56.96%-38.5pp | 32.53%-14.1pp | 519.73%-501.3pp |
| Employer contribution / active EE | $1,194 | $2,716-56.0% | $1,961-39.1% | $4,779-75.0% |
| Participant deferral / active EE | $3,243 | $3,843-15.6% | $3,108+4.3% | $5,609-42.2% |
| Admin fee / account holder | $971 | $6,522-85.1% | $5,060-80.8% | $10,827-91.0% |