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 | $10,788 | $117,983-90.9% | $101,794-89.4% | $142,382-92.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 25.19% | 36.92%-11.7pp | 30.53%-5.3pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,749 | $2,773-0.9% | $2,289+20.1% | $4,299-36.1% |
| Participant deferral / active EE | $3,154 | $4,714-33.1% | $4,084-22.8% | $6,507-51.5% |
| Admin fee / account holder | $1,533 | $10,433-85.3% | $8,777-82.5% | $12,624-87.9% |