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 | $14,803 | $183,519-91.9% | $155,509-90.5% | $145,922-89.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.20% | 61.17%-42.0pp | 64.67%-45.5pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,502 | $5,313-71.7% | $4,672-67.8% | $4,660-67.8% |
| Participant deferral / active EE | $8,716 | $6,462+34.9% | $5,626+54.9% | $6,688+30.3% |
| Admin fee / account holder | $1,148 | $19,313-94.1% | $15,912-92.8% | $13,397-91.4% |