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 5-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 | $15,932 | $133,922-88.1% | $116,228-86.3% | $142,382-88.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 124.88% | 147.76%-22.9pp | 90.06%+34.8pp | 217.08%-92.2pp |
| Employer contribution / active EE | $1,923 | $3,446-44.2% | $2,994-35.8% | $4,299-55.3% |
| Participant deferral / active EE | $2,334 | $5,672-58.9% | $4,953-52.9% | $6,507-64.1% |
| Admin fee / account holder | $651 | $14,945-95.6% | $11,989-94.6% | $12,624-94.8% |