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 3-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 | $6,903 | $133,922-94.8% | $116,228-94.1% | $142,382-95.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.14% | 147.76%-125.6pp | 90.06%-67.9pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,870 | $3,446-45.7% | $2,994-37.5% | $4,299-56.5% |
| Participant deferral / active EE | $2,486 | $5,672-56.2% | $4,953-49.8% | $6,507-61.8% |
| Admin fee / account holder | $402 | $14,945-97.3% | $11,989-96.7% | $12,624-96.8% |