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 | $13,988 | $63,346-77.9% | $92,233-84.8% | $70,131-80.1% |
| Participation rate | 90.4% | 68.7%+21.7pp | 76.5%+13.9pp | 69.5%+20.9pp |
| Annual return | 35.85% | 530.12%-494.3pp | 176.28%-140.4pp | 73.14%-37.3pp |
| Employer contribution / active EE | $2,247 | $2,471-9.1% | $3,679-38.9% | $2,342-4.1% |
| Participant deferral / active EE | $3,381 | $2,854+18.5% | $3,897-13.2% | $3,332+1.5% |
| Admin fee / account holder | $1,406 | $3,840-63.4% | $5,194-72.9% | $4,645-69.7% |