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 | $14,671 | $63,346-76.8% | $92,233-84.1% | $70,131-79.1% |
| Participation rate | 83.3% | 68.7%+14.7pp | 76.5%+6.9pp | 69.5%+13.8pp |
| Annual return | 16.13% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,792 | $2,471-27.5% | $3,679-51.3% | $2,342-23.5% |
| Participant deferral / active EE | $2,571 | $2,854-9.9% | $3,897-34.0% | $3,332-22.8% |
| Admin fee / account holder | $699 | $3,840-81.8% | $5,194-86.6% | $4,645-85.0% |