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 | $12,389 | $99,652-87.6% | $78,778-84.3% | $147,584-91.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 26.31% | 47.28%-21.0pp | 35.62%-9.3pp | 578.55%-552.2pp |
| Employer contribution / active EE | $2,389 | $2,796-14.5% | $1,986+20.3% | $4,876-51.0% |
| Participant deferral / active EE | $4,845 | $3,664+32.3% | $2,958+63.8% | $5,439-10.9% |
| Admin fee / account holder | $507 | $7,155-92.9% | $5,134-90.1% | $10,885-95.3% |