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 | $29,209 | $202,318-85.6% | $172,739-83.1% | $152,861-80.9% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.4%+3.9pp |
| Annual return | 18.47% | 1029.65%-1011.2pp | 802.84%-784.4pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,194 | $5,856-62.5% | $5,143-57.3% | $4,762-53.9% |
| Participant deferral / active EE | $3,881 | $5,948-34.8% | $5,198-25.3% | $5,850-33.7% |
| Admin fee / account holder | $6,370 | $17,109-62.8% | $13,954-54.4% | $11,596-45.1% |