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 | $11,050 | $70,669-84.4% | $169,368-93.5% | $75,163-85.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 16.86% | 36.36%-19.5pp | 405.60%-388.7pp | 160.62%-143.8pp |
| Employer contribution / active EE | $612 | $2,211-72.3% | $4,013-84.8% | $2,670-77.1% |
| Participant deferral / active EE | $1,455 | $4,311-66.3% | $6,221-76.6% | $4,125-64.7% |
| Admin fee / account holder | $1,199 | $5,402-77.8% | $9,003-86.7% | $5,651-78.8% |