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 | $14,584 | $105,181-86.1% | $159,436-90.9% | $85,850-83.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 22.99% | 45.07%-22.1pp | 263.57%-240.6pp | 318.53%-295.5pp |
| Employer contribution / active EE | $1,194 | $3,318-64.0% | $4,829-75.3% | $2,565-53.5% |
| Participant deferral / active EE | $4,414 | $5,945-25.8% | $7,352-40.0% | $3,952+11.7% |
| Admin fee / account holder | $2,131 | $6,933-69.3% | $10,799-80.3% | $6,260-66.0% |