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 | $25,236 | $180,449-86.0% | $154,107-83.6% | $135,375-81.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.95% | 888.09%-895.0pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,467 | $6,035-42.5% | $5,298-34.5% | $4,779-27.4% |
| Participant deferral / active EE | $10,108 | $5,806+74.1% | $5,081+98.9% | $5,609+80.2% |
| Admin fee / account holder | $2,139 | $16,143-86.8% | $13,411-84.1% | $10,827-80.2% |