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 4-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 | $12,399 | $202,432-93.9% | $169,368-92.7% | $139,434-91.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.02% | 531.74%-518.7pp | 405.60%-392.6pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,182 | $4,692-32.2% | $4,013-20.7% | $4,751-33.0% |
| Participant deferral / active EE | $6,089 | $6,938-12.2% | $6,221-2.1% | $6,710-9.3% |
| Admin fee / account holder | $497 | $10,708-95.4% | $9,003-94.5% | $11,403-95.6% |