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 | $33,066 | $137,414-75.9% | $189,513-82.6% | $85,850-61.5% |
| Participation rate | 98.6% | 84.6%+14.0pp | 87.8%+10.8pp | 69.3%+29.3pp |
| Annual return | 15.76% | 38.14%-22.4pp | 555.15%-539.4pp | 318.53%-302.8pp |
| Employer contribution / active EE | $3,103 | $4,344-28.6% | $6,162-49.6% | $2,565+21.0% |
| Participant deferral / active EE | $5,310 | $6,260-15.2% | $8,221-35.4% | $3,952+34.4% |
| Admin fee / account holder | $723 | $8,630-91.6% | $12,045-94.0% | $6,260-88.4% |