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 | $19,868 | $99,079-79.9% | $77,999-74.5% | $273,961-92.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 13.44% | 217.93%-204.5pp | 425.96%-412.5pp | 41.45%-28.0pp |
| Employer contribution / active EE | $1,969 | $3,308-40.5% | $2,470-20.3% | $4,869-59.6% |
| Participant deferral / active EE | $6,017 | $4,306+39.7% | $3,497+72.1% | $5,287+13.8% |
| Admin fee / account holder | $1,219 | $8,954-86.4% | $5,480-77.8% | $10,132-88.0% |