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 | $14,337 | $116,175-87.7% | $93,606-84.7% | $152,861-90.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.71% | 35.96%-10.2pp | 32.76%-7.0pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,403 | $3,218-25.3% | $2,718-11.6% | $4,762-49.5% |
| Participant deferral / active EE | $6,854 | $4,603+48.9% | $4,069+68.5% | $5,850+17.2% |
| Admin fee / account holder | $489 | $10,748-95.5% | $7,888-93.8% | $11,596-95.8% |