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 | $11,097 | $118,849-90.7% | $96,562-88.5% | $167,490-93.4% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 9.62% | 50.49%-40.9pp | 37.78%-28.2pp | 478.56%-468.9pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,112 | $4,616-54.2% | $3,849-45.1% | $6,341-66.7% |
| Admin fee / account holder | $1,536 | $8,065-81.0% | $6,181-75.1% | $12,309-87.5% |