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 | $14,136 | $102,317-86.2% | $146,958-90.4% | $80,856-82.5% |
| Participation rate | 93.9% | 75.8%+18.0pp | 82.2%+11.7pp | 67.6%+26.2pp |
| Annual return | 14.98% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,406 | $3,713-35.2% | $4,933-51.2% | $2,755-12.7% |
| Participant deferral / active EE | $4,740 | $6,644-28.6% | $8,070-41.3% | $4,296+10.3% |
| Admin fee / account holder | $439 | $7,941-94.5% | $12,998-96.6% | $6,918-93.7% |