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 7-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 | $10,273 | $154,117-93.3% | $129,995-92.1% | $139,434-92.6% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.5%-7.9pp | 80.3%-9.7pp |
| Annual return | 17.89% | 32.48%-14.6pp | -137.18%+155.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,196 | $5,289-77.4% | $4,320-72.3% | $4,751-74.8% |
| Participant deferral / active EE | $2,693 | $6,710-59.9% | $5,820-53.7% | $6,710-59.9% |
| Admin fee / account holder | $781 | $14,007-94.4% | $10,614-92.6% | $11,403-93.1% |