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 | $5,103 | $63,346-91.9% | $92,233-94.5% | $70,131-92.7% |
| Participation rate | 97.8% | 68.7%+29.2pp | 76.5%+21.3pp | 69.5%+28.3pp |
| Annual return | 23.14% | 530.12%-507.0pp | 176.28%-153.1pp | 73.14%-50.0pp |
| Employer contribution / active EE | $1,440 | $2,471-41.7% | $3,679-60.9% | $2,342-38.5% |
| Participant deferral / active EE | $1,503 | $2,854-47.3% | $3,897-61.4% | $3,332-54.9% |
| Admin fee / account holder | $647 | $3,840-83.2% | $5,194-87.5% | $4,645-86.1% |