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 | $5,251 | $91,037-94.2% | $71,671-92.7% | $147,584-96.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 22.11% | 20.48%+1.6pp | 20.65%+1.5pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,791 | $3,327-46.2% | $2,460-27.2% | $4,876-63.3% |
| Participant deferral / active EE | $2,578 | $4,498-42.7% | $3,438-25.0% | $5,439-52.6% |
| Admin fee / account holder | $361 | $8,613-95.8% | $5,558-93.5% | $10,885-96.7% |