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 | $10,393 | $84,233-87.7% | $170,442-93.9% | $70,131-85.2% |
| Participation rate | 88.0% | 70.8%+17.2pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 12.90% | 23.06%-10.2pp | 205.93%-193.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $457 | $3,387-86.5% | $5,433-91.6% | $2,342-80.5% |
| Participant deferral / active EE | $876 | $3,086-71.6% | $4,939-82.3% | $3,332-73.7% |
| Admin fee / account holder | $463 | $5,698-91.9% | $13,880-96.7% | $4,645-90.0% |