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 | $26,504 | $202,318-86.9% | $172,739-84.7% | $152,861-82.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.17% | 1029.65%-1014.5pp | 802.84%-787.7pp | 345.32%-330.1pp |
| Employer contribution / active EE | $2,942 | $5,856-49.8% | $5,143-42.8% | $4,762-38.2% |
| Participant deferral / active EE | $5,383 | $5,948-9.5% | $5,198+3.6% | $5,850-8.0% |
| Admin fee / account holder | $675 | $17,109-96.1% | $13,954-95.2% | $11,596-94.2% |