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 | $23,605 | $102,317-76.9% | $146,958-83.9% | $80,856-70.8% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 19.46% | 134.76%-115.3pp | 418.34%-398.9pp | 35.59%-16.1pp |
| Employer contribution / active EE | $2,758 | $3,713-25.7% | $4,933-44.1% | $2,755+0.1% |
| Participant deferral / active EE | $5,564 | $6,644-16.2% | $8,070-31.1% | $4,296+29.5% |
| Admin fee / account holder | $513 | $7,941-93.5% | $12,998-96.1% | $6,918-92.6% |