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 4-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 | $13,438 | $202,432-93.4% | $169,368-92.1% | $139,434-90.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.87% | 531.74%-507.9pp | 405.60%-381.7pp | 372.94%-349.1pp |
| Employer contribution / active EE | $4,277 | $4,692-8.8% | $4,013+6.6% | $4,751-10.0% |
| Participant deferral / active EE | $6,817 | $6,938-1.7% | $6,221+9.6% | $6,710+1.6% |
| Admin fee / account holder | $303 | $10,708-97.2% | $9,003-96.6% | $11,403-97.3% |