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 | $10,467 | $99,020-89.4% | $86,590-87.9% | $147,584-92.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.80% | 1312.34%-1299.5pp | 964.84%-952.0pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,464 | $3,132-53.3% | $2,839-48.5% | $4,876-70.0% |
| Participant deferral / active EE | $631 | $3,972-84.1% | $3,609-82.5% | $5,439-88.4% |
| Admin fee / account holder | $333 | $5,710-94.2% | $4,906-93.2% | $10,885-96.9% |