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 | $14,862 | $63,346-76.5% | $92,233-83.9% | $70,131-78.8% |
| Participation rate | 73.1% | 68.7%+4.4pp | 76.5%-3.4pp | 69.5%+3.5pp |
| Annual return | 21.25% | 530.12%-508.9pp | 176.28%-155.0pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,674 | $2,471-32.3% | $3,679-54.5% | $2,342-28.5% |
| Participant deferral / active EE | $2,648 | $2,854-7.2% | $3,897-32.0% | $3,332-20.5% |
| Admin fee / account holder | $696 | $3,840-81.9% | $5,194-86.6% | $4,645-85.0% |