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 | $25,305 | $81,208-68.8% | $98,907-74.4% | $79,858-68.3% |
| Participation rate | 70.5% | 72.5%-2.0pp | 76.0%-5.5pp | 69.6%+0.9pp |
| Annual return | 15.00% | 60.99%-46.0pp | 196.43%-181.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,162 | $1,960-40.7% | $2,689-56.8% | $2,471-53.0% |
| Participant deferral / active EE | $3,188 | $3,265-2.4% | $4,244-24.9% | $3,740-14.8% |
| Admin fee / account holder | $7,829 | $6,013+30.2% | $6,642+17.9% | $5,306+47.5% |