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 | $10,904 | $99,079-89.0% | $77,999-86.0% | $273,961-96.0% |
| Participation rate | 84.2% | 78.6%+5.6pp | 75.5%+8.7pp | 83.0%+1.2pp |
| Annual return | 9.56% | 217.93%-208.4pp | 425.96%-416.4pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,463 | $3,308-55.8% | $2,470-40.8% | $4,869-70.0% |
| Participant deferral / active EE | $2,072 | $4,306-51.9% | $3,497-40.7% | $5,287-60.8% |
| Admin fee / account holder | $701 | $8,954-92.2% | $5,480-87.2% | $10,132-93.1% |