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 | $15,311 | $227,553-93.3% | $189,557-91.9% | $167,490-90.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 40.81% | 78.40%-37.6pp | 64.17%-23.4pp | 478.56%-437.7pp |
| Employer contribution / active EE | $3,181 | $5,316-40.2% | $4,412-27.9% | $4,837-34.2% |
| Participant deferral / active EE | $7,999 | $7,002+14.2% | $6,174+29.6% | $6,341+26.1% |
| Admin fee / account holder | $2,462 | $11,878-79.3% | $9,807-74.9% | $12,309-80.0% |