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 | $18,256 | $98,750-81.5% | $149,696-87.8% | $79,858-77.1% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.5%+15.7pp | 69.6%+28.6pp |
| Annual return | 13.52% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $604 | $3,216-81.2% | $4,644-87.0% | $2,471-75.6% |
| Participant deferral / active EE | $4,561 | $5,680-19.7% | $6,842-33.3% | $3,740+22.0% |
| Admin fee / account holder | $1,950 | $6,053-67.8% | $9,309-79.1% | $5,306-63.3% |