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 | $10,625 | $157,256-93.2% | $141,162-92.5% | $152,861-93.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 117.58% | 64.32%+53.3pp | 71.39%+46.2pp | 345.32%-227.7pp |
| Employer contribution / active EE | $1,416 | $5,261-73.1% | $4,735-70.1% | $4,762-70.3% |
| Participant deferral / active EE | $3,345 | $7,109-52.9% | $6,709-50.1% | $5,850-42.8% |
| Admin fee / account holder | $1,424 | $12,120-88.2% | $10,261-86.1% | $11,596-87.7% |