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 | $9,870 | $105,998-90.7% | $92,233-89.3% | $147,584-93.3% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 12.58% | 50.05%-37.5pp | 176.28%-163.7pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,812 | $4,333-58.2% | $3,679-50.8% | $4,876-62.8% |
| Participant deferral / active EE | $1,631 | $4,478-63.6% | $3,897-58.2% | $5,439-70.0% |
| Admin fee / account holder | $315 | $6,332-95.0% | $5,194-93.9% | $10,885-97.1% |