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 | $12,145 | $176,662-93.1% | $130,648-90.7% | $152,861-92.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 25.60% | 2692.24%-2666.6pp | 1708.96%-1683.4pp | 345.32%-319.7pp |
| Employer contribution / active EE | $948 | $5,742-83.5% | $4,092-76.8% | $4,762-80.1% |
| Participant deferral / active EE | $3,062 | $4,361-29.8% | $3,603-15.0% | $5,850-47.7% |
| Admin fee / account holder | $690 | $7,133-90.3% | $5,464-87.4% | $11,596-94.1% |