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 | $4,629 | $84,696-94.5% | $75,696-93.9% | $167,490-97.2% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.8%+15.2pp | 82.1%+7.9pp |
| Annual return | 17.35% | 199.36%-182.0pp | 104.53%-87.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,236 | $3,230-61.7% | $2,743-54.9% | $4,837-74.5% |
| Participant deferral / active EE | $1,781 | $4,580-61.1% | $3,821-53.4% | $6,341-71.9% |
| Admin fee / account holder | $1,130 | $5,355-78.9% | $3,619-68.8% | $12,309-90.8% |