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 | $10,405 | $98,750-89.5% | $149,696-93.0% | $79,858-87.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.04% | 27.43%-4.4pp | 276.60%-253.6pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,249 | $3,216-61.2% | $4,644-73.1% | $2,471-49.4% |
| Participant deferral / active EE | $3,390 | $5,680-40.3% | $6,842-50.5% | $3,740-9.4% |
| Admin fee / account holder | $338 | $6,053-94.4% | $9,309-96.4% | $5,306-93.6% |