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 | $12,729 | $107,334-88.1% | $92,893-86.3% | $152,861-91.7% |
| Participation rate | 86.4% | 79.8%+6.6pp | 76.0%+10.4pp | 82.4%+3.9pp |
| Annual return | 13.91% | 145.58%-131.7pp | 109.41%-95.5pp | 345.32%-331.4pp |
| Employer contribution / active EE | $4,207 | $4,221-0.3% | $3,653+15.2% | $4,762-11.7% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,007 | $7,079-71.6% | $5,794-65.4% | $11,596-82.7% |