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 | $29,977 | $202,318-85.2% | $172,739-82.6% | $152,861-80.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 25.13% | 1029.65%-1004.5pp | 802.84%-777.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,447 | $5,856-75.3% | $5,143-71.9% | $4,762-69.6% |
| Participant deferral / active EE | $2,216 | $5,948-62.7% | $5,198-57.4% | $5,850-62.1% |
| Admin fee / account holder | $403 | $17,109-97.6% | $13,954-97.1% | $11,596-96.5% |