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 | $13,635 | $183,592-92.6% | $155,567-91.2% | $145,959-90.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.24% | 61.24%-41.0pp | 64.74%-44.5pp | 561.95%-541.7pp |
| Employer contribution / active EE | $3,885 | $5,315-26.9% | $4,674-16.9% | $4,661-16.7% |
| Participant deferral / active EE | $6,211 | $6,464-3.9% | $5,628+10.4% | $6,689-7.1% |
| Admin fee / account holder | $763 | $19,318-96.0% | $15,916-95.2% | $13,398-94.3% |