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 | $18,004 | $102,317-82.4% | $146,958-87.7% | $80,856-77.7% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.2%+8.6pp | 67.6%+23.1pp |
| Annual return | 16.71% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,289 | $3,713-38.3% | $4,933-53.6% | $2,755-16.9% |
| Participant deferral / active EE | $4,497 | $6,644-32.3% | $8,070-44.3% | $4,296+4.7% |
| Admin fee / account holder | $530 | $7,941-93.3% | $12,998-95.9% | $6,918-92.3% |