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 9-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 | $18,850 | $103,376-81.8% | $87,100-78.4% | $152,861-87.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.17% | 28.10%-3.9pp | 28.19%-4.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,368 | $3,220-26.5% | $2,521-6.1% | $4,762-50.3% |
| Participant deferral / active EE | $5,454 | $4,778+14.2% | $4,049+34.7% | $5,850-6.8% |
| Admin fee / account holder | $324 | $12,205-97.3% | $7,497-95.7% | $11,596-97.2% |