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 3-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 | $19,571 | $102,317-80.9% | $146,958-86.7% | $80,856-75.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.68% | 134.76%-113.1pp | 418.34%-396.7pp | 35.59%-13.9pp |
| Employer contribution / active EE | $4,247 | $3,713+14.4% | $4,933-13.9% | $2,755+54.2% |
| Participant deferral / active EE | $8,393 | $6,644+26.3% | $8,070+4.0% | $4,296+95.4% |
| Admin fee / account holder | $379 | $7,941-95.2% | $12,998-97.1% | $6,918-94.5% |