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 | $5,843 | $99,877-94.1% | $84,966-93.1% | $145,922-96.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.81% | 83.76%-64.0pp | 66.38%-46.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,677 | $3,231-48.1% | $2,727-38.5% | $4,660-64.0% |
| Participant deferral / active EE | $3,286 | $5,291-37.9% | $4,519-27.3% | $6,688-50.9% |
| Admin fee / account holder | $570 | $7,248-92.1% | $6,149-90.7% | $13,397-95.7% |