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 | $10,211 | $55,415-81.6% | $155,509-93.4% | $74,495-86.3% |
| Participation rate | 77.7% | 61.9%+15.8pp | 78.2%-0.5pp | 67.2%+10.5pp |
| Annual return | 15.52% | 268.50%-253.0pp | 64.67%-49.2pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $994 | $2,267-56.1% | $4,672-78.7% | $2,623-62.1% |
| Participant deferral / active EE | $1,958 | $2,836-31.0% | $5,626-65.2% | $4,346-54.9% |
| Admin fee / account holder | $1,222 | $1,738-29.7% | $15,912-92.3% | $1,942-37.1% |