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 | $18,493 | $106,890-82.7% | $84,015-78.0% | $152,861-87.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.17% | 104.99%-79.8pp | 71.31%-46.1pp | 345.32%-320.1pp |
| Employer contribution / active EE | $4,886 | $2,734+78.7% | $1,983+146.3% | $4,762+2.6% |
| Participant deferral / active EE | $13,157 | $4,011+228.0% | $3,239+306.3% | $5,850+124.9% |
| Admin fee / account holder | $3,571 | $8,285-56.9% | $6,101-41.5% | $11,596-69.2% |