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 | $17,572 | $226,064-92.2% | $182,532-90.4% | $152,861-88.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.46% | 192.51%-178.0pp | 148.54%-134.1pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,288 | $4,978-74.1% | $4,076-68.4% | $4,762-72.9% |
| Participant deferral / active EE | $3,182 | $6,368-50.0% | $5,524-42.4% | $5,850-45.6% |
| Admin fee / account holder | $3,341 | $10,703-68.8% | $8,592-61.1% | $11,596-71.2% |