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 | $9,984 | $53,127-81.2% | $86,590-88.5% | $70,131-85.8% |
| Participation rate | 71.7% | 65.3%+6.4pp | 73.5%-1.8pp | 69.5%+2.2pp |
| Annual return | 16.26% | 27.66%-11.4pp | 964.84%-948.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $972 | $2,068-53.0% | $2,839-65.8% | $2,342-58.5% |
| Participant deferral / active EE | $1,687 | $2,696-37.4% | $3,609-53.3% | $3,332-49.4% |
| Admin fee / account holder | $832 | $3,585-76.8% | $4,906-83.0% | $4,645-82.1% |