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 | $16,175 | $226,064-92.8% | $182,532-91.1% | $152,861-89.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 20.23% | 192.51%-172.3pp | 148.54%-128.3pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,387 | $4,978-52.1% | $4,076-41.4% | $4,762-49.9% |
| Participant deferral / active EE | $2,475 | $6,368-61.1% | $5,524-55.2% | $5,850-57.7% |
| Admin fee / account holder | $2,874 | $10,703-73.1% | $8,592-66.5% | $11,596-75.2% |