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 | $16,565 | $102,317-83.8% | $146,958-88.7% | $80,856-79.5% |
| Participation rate | 94.7% | 75.8%+18.8pp | 82.2%+12.5pp | 67.6%+27.0pp |
| Annual return | 24.17% | 134.76%-110.6pp | 418.34%-394.2pp | 35.59%-11.4pp |
| Employer contribution / active EE | $2,267 | $3,713-39.0% | $4,933-54.1% | $2,755-17.7% |
| Participant deferral / active EE | $4,921 | $6,644-25.9% | $8,070-39.0% | $4,296+14.6% |
| Admin fee / account holder | $790 | $7,941-90.1% | $12,998-93.9% | $6,918-88.6% |