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 | $8,188 | $56,114-85.4% | $96,139-91.5% | $85,850-90.5% |
| Participation rate | 76.9% | 56.7%+20.2pp | 68.4%+8.5pp | 69.3%+7.6pp |
| Annual return | 13.82% | 42.30%-28.5pp | 191.94%-178.1pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,279 | $1,620-21.1% | $2,797-54.3% | $2,565-50.2% |
| Participant deferral / active EE | $2,192 | $2,859-23.3% | $4,349-49.6% | $3,952-44.5% |
| Admin fee / account holder | $702 | $3,768-81.4% | $5,537-87.3% | $6,260-88.8% |