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 5-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 | $16,597 | $117,841-85.9% | $102,423-83.8% | $145,922-88.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.98% | 31.65%-16.7pp | 29.32%-14.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $5,603 | $3,615+55.0% | $3,023+85.3% | $4,660+20.2% |
| Participant deferral / active EE | $3,242 | $5,731-43.4% | $5,053-35.8% | $6,688-51.5% |
| Admin fee / account holder | $520 | $13,326-96.1% | $9,451-94.5% | $13,397-96.1% |