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 | $8,847 | $107,934-91.8% | $91,989-90.4% | $152,861-94.2% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 15.46% | 89.24%-73.8pp | 69.02%-53.6pp | 345.32%-329.9pp |
| Employer contribution / active EE | $985 | $4,210-76.6% | $3,452-71.5% | $4,762-79.3% |
| Participant deferral / active EE | $2,469 | $6,364-61.2% | $5,923-58.3% | $5,850-57.8% |
| Admin fee / account holder | $3,366 | $10,520-68.0% | $7,743-56.5% | $11,596-71.0% |