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 4-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 | $10,908 | $108,919-90.0% | $100,391-89.1% | $145,922-92.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.29% | 57.88%-44.6pp | 49.20%-35.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,465 | $4,419-21.6% | $3,942-12.1% | $4,660-25.6% |
| Participant deferral / active EE | $6,198 | $8,445-26.6% | $8,082-23.3% | $6,688-7.3% |
| Admin fee / account holder | $911 | $9,689-90.6% | $7,899-88.5% | $13,397-93.2% |