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 | $8,708 | $84,233-89.7% | $170,442-94.9% | $70,131-87.6% |
| Participation rate | 95.1% | 70.8%+24.3pp | 83.6%+11.5pp | 69.5%+25.6pp |
| Annual return | 22.13% | 23.06%-0.9pp | 205.93%-183.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $2,041 | $3,387-39.8% | $5,433-62.4% | $2,342-12.9% |
| Participant deferral / active EE | $2,775 | $3,086-10.1% | $4,939-43.8% | $3,332-16.7% |
| Admin fee / account holder | $321 | $5,698-94.4% | $13,880-97.7% | $4,645-93.1% |