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 | $11,606 | $99,020-88.3% | $86,590-86.6% | $147,584-92.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.23% | 1312.34%-1298.1pp | 964.84%-950.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $905 | $3,132-71.1% | $2,839-68.1% | $4,876-81.4% |
| Participant deferral / active EE | $1,120 | $3,972-71.8% | $3,609-69.0% | $5,439-79.4% |
| Admin fee / account holder | $2,675 | $5,710-53.2% | $4,906-45.5% | $10,885-75.4% |