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 | $9,581 | $84,233-88.6% | $170,442-94.4% | $70,131-86.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.38% | 23.06%-8.7pp | 205.93%-191.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,582 | $3,387-53.3% | $5,433-70.9% | $2,342-32.4% |
| Participant deferral / active EE | $3,106 | $3,086+0.7% | $4,939-37.1% | $3,332-6.8% |
| Admin fee / account holder | $3,715 | $5,698-34.8% | $13,880-73.2% | $4,645-20.0% |