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 | $8,909 | $105,998-91.6% | $92,233-90.3% | $147,584-94.0% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 20.64% | 50.05%-29.4pp | 176.28%-155.6pp | 578.55%-557.9pp |
| Employer contribution / active EE | $4,022 | $4,333-7.2% | $3,679+9.3% | $4,876-17.5% |
| Participant deferral / active EE | $1,655 | $4,478-63.0% | $3,897-57.5% | $5,439-69.6% |
| Admin fee / account holder | $1,356 | $6,332-78.6% | $5,194-73.9% | $10,885-87.5% |