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 | $8,479 | $54,701-84.5% | $86,188-90.2% | $71,457-88.1% |
| Participation rate | 70.6% | 60.1%+10.5pp | 69.0%+1.6pp | 67.9%+2.7pp |
| Annual return | 47.27% | 20.06%+27.2pp | 1168.45%-1121.2pp | 28.85%+18.4pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,430 | $3,108-21.8% | $3,985-39.0% | $4,289-43.3% |
| Admin fee / account holder | $646 | $1,922-66.4% | $6,852-90.6% | $1,587-59.3% |