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 7-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 | $13,144 | $117,841-88.8% | $102,423-87.2% | $145,922-91.0% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 15.90% | 31.65%-15.7pp | 29.32%-13.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $4,007 | $3,615+10.9% | $3,023+32.5% | $4,660-14.0% |
| Participant deferral / active EE | $3,953 | $5,731-31.0% | $5,053-21.8% | $6,688-40.9% |
| Admin fee / account holder | $4,614 | $13,326-65.4% | $9,451-51.2% | $13,397-65.6% |