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 4-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 | $14,532 | $133,922-89.1% | $116,228-87.5% | $142,382-89.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 26.07% | 147.76%-121.7pp | 90.06%-64.0pp | 217.08%-191.0pp |
| Employer contribution / active EE | $2,050 | $3,446-40.5% | $2,994-31.5% | $4,299-52.3% |
| Participant deferral / active EE | $3,417 | $5,672-39.8% | $4,953-31.0% | $6,507-47.5% |
| Admin fee / account holder | $581 | $14,945-96.1% | $11,989-95.2% | $12,624-95.4% |