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 | $11,959 | $73,515-83.7% | $62,995-81.0% | $147,584-91.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 33.20% | 175.43%-142.2pp | 87.57%-54.4pp | 578.55%-545.3pp |
| Employer contribution / active EE | $771 | $3,320-76.8% | $2,759-72.1% | $4,876-84.2% |
| Participant deferral / active EE | $4,074 | $4,185-2.6% | $3,329+22.4% | $5,439-25.1% |
| Admin fee / account holder | $340 | $5,953-94.3% | $3,600-90.6% | $10,885-96.9% |