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 | $11,805 | $63,346-81.4% | $92,233-87.2% | $70,131-83.2% |
| Participation rate | 77.4% | 68.7%+8.7pp | 76.5%+0.9pp | 69.5%+7.8pp |
| Annual return | 26.69% | 530.12%-503.4pp | 176.28%-149.6pp | 73.14%-46.4pp |
| Employer contribution / active EE | $3,208 | $2,471+29.8% | $3,679-12.8% | $2,342+37.0% |
| Participant deferral / active EE | $2,210 | $2,854-22.5% | $3,897-43.3% | $3,332-33.7% |
| Admin fee / account holder | $554 | $3,840-85.6% | $5,194-89.3% | $4,645-88.1% |