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 6-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 | $16,288 | $102,317-84.1% | $146,958-88.9% | $80,856-79.9% |
| Participation rate | 71.9% | 75.8%-4.0pp | 82.2%-10.3pp | 67.6%+4.2pp |
| Annual return | 20.60% | 134.76%-114.2pp | 418.34%-397.7pp | 35.59%-15.0pp |
| Employer contribution / active EE | $2,841 | $3,713-23.5% | $4,933-42.4% | $2,755+3.1% |
| Participant deferral / active EE | $6,986 | $6,644+5.2% | $8,070-13.4% | $4,296+62.6% |
| Admin fee / account holder | $3,599 | $7,941-54.7% | $12,998-72.3% | $6,918-48.0% |