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 | $10,952 | $176,662-93.8% | $130,648-91.6% | $152,861-92.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 8.33% | 2692.24%-2683.9pp | 1708.96%-1700.6pp | 345.32%-337.0pp |
| Employer contribution / active EE | $1,097 | $5,742-80.9% | $4,092-73.2% | $4,762-77.0% |
| Participant deferral / active EE | $713 | $4,361-83.6% | $3,603-80.2% | $5,850-87.8% |
| Admin fee / account holder | $1,657 | $7,133-76.8% | $5,464-69.7% | $11,596-85.7% |