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 | $16,632 | $144,119-88.5% | $117,854-85.9% | $147,584-88.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.97% | 531.15%-511.2pp | 335.08%-315.1pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,644 | $4,896-46.0% | $3,786-30.2% | $4,876-45.8% |
| Participant deferral / active EE | $4,810 | $5,316-9.5% | $4,482+7.3% | $5,439-11.6% |
| Admin fee / account holder | $412 | $10,886-96.2% | $8,020-94.9% | $10,885-96.2% |