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 | $17,103 | $118,450-85.6% | $98,439-82.6% | $139,434-87.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 41.23% | 18.94%+22.3pp | 21.16%+20.1pp | 372.94%-331.7pp |
| Employer contribution / active EE | $12,624 | $3,609+249.8% | $3,048+314.2% | $4,751+165.7% |
| Participant deferral / active EE | $21,008 | $5,392+289.6% | $4,738+343.4% | $6,710+213.1% |
| Admin fee / account holder | $1,518 | $14,026-89.2% | $8,948-83.0% | $11,403-86.7% |