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 8-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 | $20,442 | $162,781-87.4% | $133,956-84.7% | $158,922-87.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.71% | 41.94%-20.2pp | 45.09%-23.4pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,716 | $4,975-65.5% | $3,919-56.2% | $4,761-64.0% |
| Participant deferral / active EE | $5,608 | $5,911-5.1% | $5,048+11.1% | $5,982-6.3% |
| Admin fee / account holder | $744 | $11,736-93.7% | $8,927-91.7% | $11,246-93.4% |