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 | $17,654 | $81,208-78.3% | $98,907-82.2% | $79,858-77.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 14.40% | 60.99%-46.6pp | 196.43%-182.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,160 | $1,960-40.8% | $2,689-56.9% | $2,471-53.1% |
| Participant deferral / active EE | $3,408 | $3,265+4.4% | $4,244-19.7% | $3,740-8.9% |
| Admin fee / account holder | $5,454 | $6,013-9.3% | $6,642-17.9% | $5,306+2.8% |