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 | $28,505 | $197,591-85.6% | $177,821-84.0% | $158,922-82.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.96% | 58.76%-47.8pp | 48.32%-37.4pp | 302.83%-291.9pp |
| Employer contribution / active EE | $5,138 | $6,697-23.3% | $5,918-13.2% | $4,761+7.9% |
| Participant deferral / active EE | $4,754 | $8,405-43.4% | $7,714-38.4% | $5,982-20.5% |
| Admin fee / account holder | $18,218 | $15,399+18.3% | $12,427+46.6% | $11,246+62.0% |