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 | $15,618 | $115,770-86.5% | $101,248-84.6% | $158,922-90.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 50.72% | 56.14%-5.4pp | 46.47%+4.3pp | 302.83%-252.1pp |
| Employer contribution / active EE | $2,079 | $4,175-50.2% | $3,660-43.2% | $4,761-56.3% |
| Participant deferral / active EE | $7,110 | $4,957+43.4% | $4,370+62.7% | $5,982+18.9% |
| Admin fee / account holder | $1,272 | $7,245-82.4% | $5,945-78.6% | $11,246-88.7% |