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 5-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 | $13,115 | $117,841-88.9% | $102,423-87.2% | $145,922-91.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.66% | 31.65%-14.0pp | 29.32%-11.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,346 | $3,615-35.1% | $3,023-22.4% | $4,660-49.7% |
| Participant deferral / active EE | $4,019 | $5,731-29.9% | $5,053-20.5% | $6,688-39.9% |
| Admin fee / account holder | $2,024 | $13,326-84.8% | $9,451-78.6% | $13,397-84.9% |