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 | $22,419 | $155,788-85.6% | $124,672-82.0% | $167,490-86.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.88% | 17.97%-7.1pp | 5142.93%-5132.1pp | 478.56%-467.7pp |
| Employer contribution / active EE | $6,075 | $4,163+45.9% | $3,324+82.8% | $4,837+25.6% |
| Participant deferral / active EE | $2,300 | $5,673-59.5% | $4,614-50.2% | $6,341-63.7% |
| Admin fee / account holder | $3,275 | $9,531-65.6% | $7,493-56.3% | $12,309-73.4% |