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 | $14,254 | $84,233-83.1% | $170,442-91.6% | $70,131-79.7% |
| Participation rate | 73.7% | 70.8%+2.9pp | 83.6%-9.9pp | 69.5%+4.1pp |
| Annual return | 17.65% | 23.06%-5.4pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $741 | $3,387-78.1% | $5,433-86.4% | $2,342-68.4% |
| Participant deferral / active EE | $1,405 | $3,086-54.5% | $4,939-71.5% | $3,332-57.8% |
| Admin fee / account holder | $944 | $5,698-83.4% | $13,880-93.2% | $4,645-79.7% |