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 | $26,375 | $160,055-83.5% | $140,016-81.2% | $135,375-80.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 4.65% | 911.38%-906.7pp | 651.12%-646.5pp | 519.73%-515.1pp |
| Employer contribution / active EE | $1,368 | $6,420-78.7% | $5,606-75.6% | $4,779-71.4% |
| Participant deferral / active EE | $5,750 | $7,642-24.8% | $6,927-17.0% | $5,609+2.5% |
| Admin fee / account holder | $53,618 | $13,328+302.3% | $10,705+400.8% | $10,827+395.2% |