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 | $19,121 | $68,346-72.0% | $94,646-79.8% | $75,163-74.6% |
| Participation rate | 72.5% | 76.1%-3.6pp | 80.8%-8.3pp | 67.2%+5.3pp |
| Annual return | 36.15% | 616.93%-580.8pp | 156.71%-120.6pp | 160.62%-124.5pp |
| Employer contribution / active EE | $2,289 | $2,701-15.2% | $3,672-37.7% | $2,670-14.3% |
| Participant deferral / active EE | $3,566 | $6,537-45.4% | $7,418-51.9% | $4,125-13.5% |
| Admin fee / account holder | $704 | $5,326-86.8% | $7,231-90.3% | $5,651-87.5% |