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 | $29,008 | $168,632-82.8% | $147,614-80.3% | $125,391-76.9% |
| Participation rate | 73.9% | 88.8%-14.9pp | 84.6%-10.7pp | 83.2%-9.3pp |
| Annual return | -0.92% | 77.65%-78.6pp | 61.98%-62.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $6,058 | $6,252-3.1% | $5,564+8.9% | $4,866+24.5% |
| Participant deferral / active EE | $4,514 | $5,507-18.0% | $4,895-7.8% | $5,352-15.7% |
| Admin fee / account holder | $1,830 | $13,580-86.5% | $11,611-84.2% | $9,540-80.8% |