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 3-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 | $20,741 | $165,984-87.5% | $164,813-87.4% | $145,922-85.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.56% | 100.03%-84.5pp | 69.93%-54.4pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,391 | $5,273-73.6% | $4,341-68.0% | $4,660-70.2% |
| Participant deferral / active EE | $10,704 | $6,959+53.8% | $6,031+77.5% | $6,688+60.1% |
| Admin fee / account holder | $8,711 | $16,648-47.7% | $12,690-31.4% | $13,397-35.0% |