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 | $17,591 | $162,781-89.2% | $133,956-86.9% | $158,922-88.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.00% | 41.94%-22.9pp | 45.09%-26.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $5,795 | $4,975+16.5% | $3,919+47.9% | $4,761+21.7% |
| Participant deferral / active EE | $8,204 | $5,911+38.8% | $5,048+62.5% | $5,982+37.1% |
| Admin fee / account holder | $758 | $11,736-93.5% | $8,927-91.5% | $11,246-93.3% |