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 | $6,839 | $165,912-95.9% | $122,332-94.4% | $147,584-95.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.13% | 34.55%-15.4pp | 30.27%-11.1pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,493 | $5,754-74.1% | $4,050-63.1% | $4,876-69.4% |
| Participant deferral / active EE | $2,708 | $4,005-32.4% | $3,287-17.6% | $5,439-50.2% |
| Admin fee / account holder | $2,170 | $7,424-70.8% | $5,478-60.4% | $10,885-80.1% |