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 | $12,922 | $63,346-79.6% | $92,233-86.0% | $70,131-81.6% |
| Participation rate | 82.5% | 68.7%+13.8pp | 76.5%+6.0pp | 69.5%+13.0pp |
| Annual return | 17.54% | 530.12%-512.6pp | 176.28%-158.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,007 | $2,471-18.8% | $3,679-45.5% | $2,342-14.3% |
| Participant deferral / active EE | $2,664 | $2,854-6.7% | $3,897-31.6% | $3,332-20.0% |
| Admin fee / account holder | $721 | $3,840-81.2% | $5,194-86.1% | $4,645-84.5% |