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 | $17,956 | $98,240-81.7% | $82,313-78.2% | $147,584-87.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.52% | 30.85%-16.3pp | 25.88%-11.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,098 | $3,192-34.3% | $2,428-13.6% | $4,876-57.0% |
| Participant deferral / active EE | $5,839 | $4,383+33.2% | $3,706+57.5% | $5,439+7.4% |
| Admin fee / account holder | $1,325 | $8,563-84.5% | $5,608-76.4% | $10,885-87.8% |