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 3-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 | $13,555 | $117,841-88.5% | $102,423-86.8% | $145,922-90.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 31.65%-15.1pp | 29.32%-12.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $882 | $3,615-75.6% | $3,023-70.8% | $4,660-81.1% |
| Participant deferral / active EE | $6,578 | $5,731+14.8% | $5,053+30.2% | $6,688-1.6% |
| Admin fee / account holder | $691 | $13,326-94.8% | $9,451-92.7% | $13,397-94.8% |