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 | $12,688 | $85,202-85.1% | $172,739-92.7% | $72,985-82.6% |
| Participation rate | 85.0% | 70.1%+14.9pp | 82.6%+2.4pp | 69.5%+15.5pp |
| Annual return | 25.84% | 27.32%-1.5pp | 802.84%-777.0pp | 81.00%-55.2pp |
| Employer contribution / active EE | $980 | $3,324-70.5% | $5,143-80.9% | $2,440-59.8% |
| Participant deferral / active EE | $2,419 | $3,260-25.8% | $5,198-53.5% | $3,607-33.0% |
| Admin fee / account holder | $412 | $5,884-93.0% | $13,954-97.0% | $5,124-92.0% |