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 6-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 | $16,873 | $93,571-82.0% | $135,903-87.6% | $75,163-77.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 50.67% | 30.90%+19.8pp | 68.23%-17.6pp | 160.62%-109.9pp |
| Employer contribution / active EE | $2,682 | $3,537-24.2% | $4,856-44.8% | $2,670+0.5% |
| Participant deferral / active EE | $3,117 | $6,404-51.3% | $7,758-59.8% | $4,125-24.4% |
| Admin fee / account holder | $2,118 | $6,975-69.6% | $10,762-80.3% | $5,651-62.5% |