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 10-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 | $16,606 | $63,346-73.8% | $92,233-82.0% | $70,131-76.3% |
| Participation rate | 83.9% | 68.7%+15.2pp | 76.5%+7.4pp | 69.5%+14.3pp |
| Annual return | 12.92% | 530.12%-517.2pp | 176.28%-163.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $4,337 | $2,471+75.5% | $3,679+17.9% | $2,342+85.1% |
| Participant deferral / active EE | $1,226 | $2,854-57.0% | $3,897-68.5% | $3,332-63.2% |
| Admin fee / account holder | $399 | $3,840-89.6% | $5,194-92.3% | $4,645-91.4% |