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 | $13,171 | $85,202-84.5% | $172,739-92.4% | $72,985-82.0% |
| Participation rate | 90.2% | 70.1%+20.1pp | 82.6%+7.6pp | 69.5%+20.7pp |
| Annual return | 23.31% | 27.32%-4.0pp | 802.84%-779.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,471 | $3,324-55.8% | $5,143-71.4% | $2,440-39.7% |
| Participant deferral / active EE | $2,701 | $3,260-17.1% | $5,198-48.0% | $3,607-25.1% |
| Admin fee / account holder | $568 | $5,884-90.3% | $13,954-95.9% | $5,124-88.9% |