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 | $19,977 | $70,428-71.6% | $96,562-79.3% | $85,850-76.7% |
| Participation rate | 81.1% | 61.8%+19.3pp | 69.8%+11.3pp | 69.3%+11.8pp |
| Annual return | 13.06% | 18.59%-5.5pp | 37.78%-24.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $981 | $1,413-30.5% | $2,356-58.4% | $2,565-61.7% |
| Participant deferral / active EE | $1,301 | $2,894-55.0% | $3,849-66.2% | $3,952-67.1% |
| Admin fee / account holder | $1,277 | $4,997-74.4% | $6,181-79.3% | $6,260-79.6% |