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 9-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 | $19,345 | $78,672-75.4% | $109,143-82.3% | $85,850-77.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 17.88% | 25.09%-7.2pp | 25.75%-7.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $10,177 | $2,735+272.1% | $3,722+173.4% | $2,565+296.8% |
| Participant deferral / active EE | $2,824 | $3,467-18.6% | $4,653-39.3% | $3,952-28.5% |
| Admin fee / account holder | $6,788 | $5,469+24.1% | $6,752+0.5% | $6,260+8.4% |