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 | $15,476 | $78,705-80.3% | $117,854-86.9% | $70,131-77.9% |
| Participation rate | 97.1% | 73.2%+23.9pp | 79.7%+17.4pp | 69.5%+27.5pp |
| Annual return | 51.38% | 23.30%+28.1pp | 335.08%-283.7pp | 73.14%-21.8pp |
| Employer contribution / active EE | $700 | $2,223-68.5% | $3,786-81.5% | $2,342-70.1% |
| Participant deferral / active EE | $2,496 | $3,297-24.3% | $4,482-44.3% | $3,332-25.1% |
| Admin fee / account holder | $1,314 | $5,065-74.1% | $8,020-83.6% | $4,645-71.7% |