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 | $12,812 | $113,935-88.8% | $94,224-86.4% | $125,391-89.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.27% | 5.29%-4.0pp | 10.68%-9.4pp | 282.22%-281.0pp |
| Employer contribution / active EE | $1,801 | $4,727-61.9% | $3,587-49.8% | $4,866-63.0% |
| Participant deferral / active EE | $1,952 | $5,179-62.3% | $4,320-54.8% | $5,352-63.5% |
| Admin fee / account holder | $53,046 | $8,391+532.2% | $6,269+746.2% | $9,540+456.0% |