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 3-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 | $15,898 | $102,317-84.5% | $146,958-89.2% | $80,856-80.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.73% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $6,647 | $3,713+79.0% | $4,933+34.8% | $2,755+141.3% |
| Participant deferral / active EE | $7,074 | $6,644+6.5% | $8,070-12.3% | $4,296+64.7% |
| Admin fee / account holder | $1,805 | $7,941-77.3% | $12,998-86.1% | $6,918-73.9% |