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 | $16,715 | $176,662-90.5% | $130,648-87.2% | $152,861-89.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 18.98% | 2692.24%-2673.3pp | 1708.96%-1690.0pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,170 | $5,742-44.8% | $4,092-22.5% | $4,762-33.4% |
| Participant deferral / active EE | $3,775 | $4,361-13.4% | $3,603+4.8% | $5,850-35.5% |
| Admin fee / account holder | $2,108 | $7,133-70.4% | $5,464-61.4% | $11,596-81.8% |