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 | $13,605 | $63,346-78.5% | $92,233-85.2% | $70,131-80.6% |
| Participation rate | 92.3% | 68.7%+23.6pp | 76.5%+15.8pp | 69.5%+22.8pp |
| Annual return | 12.46% | 530.12%-517.7pp | 176.28%-163.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $9,847 | $2,471+298.5% | $3,679+167.6% | $2,342+320.4% |
| Participant deferral / active EE | $1,518 | $2,854-46.8% | $3,897-61.0% | $3,332-54.4% |
| Admin fee / account holder | $1,892 | $3,840-50.7% | $5,194-63.6% | $4,645-59.3% |