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 5-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 | $10,906 | $71,050-84.6% | $93,606-88.3% | $80,856-86.5% |
| Participation rate | 91.4% | 60.4%+31.0pp | 68.7%+22.7pp | 67.6%+23.7pp |
| Annual return | 10.99% | 11.26%-0.3pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,323 | $1,564-15.4% | $2,420-45.3% | $2,755-52.0% |
| Participant deferral / active EE | $2,817 | $4,034-30.2% | $4,411-36.1% | $4,296-34.4% |
| Admin fee / account holder | $1,661 | $6,945-76.1% | $8,285-80.0% | $6,918-76.0% |