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 | $11,657 | $232,540-95.0% | $185,117-93.7% | $147,584-92.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.98% | 43.03%-27.0pp | 40.50%-24.5pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,207 | $5,195-76.8% | $4,182-71.1% | $4,876-75.3% |
| Participant deferral / active EE | $2,413 | $5,834-58.6% | $5,045-52.2% | $5,439-55.6% |
| Admin fee / account holder | $1,501 | $10,275-85.4% | $8,159-81.6% | $10,885-86.2% |