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 | $21,256 | $226,064-90.6% | $182,532-88.4% | $152,861-86.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.59% | 192.51%-168.9pp | 148.54%-124.9pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,658 | $4,978-46.6% | $4,076-34.8% | $4,762-44.2% |
| Participant deferral / active EE | $3,048 | $6,368-52.1% | $5,524-44.8% | $5,850-47.9% |
| Admin fee / account holder | $486 | $10,703-95.5% | $8,592-94.3% | $11,596-95.8% |