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 6-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 | $11,068 | $217,402-94.9% | $185,823-94.0% | $167,490-93.4% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 22.16% | 148.36%-126.2pp | 122.05%-99.9pp | 478.56%-456.4pp |
| Employer contribution / active EE | $1,615 | $5,873-72.5% | $5,167-68.8% | $4,837-66.6% |
| Participant deferral / active EE | $3,095 | $6,356-51.3% | $5,568-44.4% | $6,341-51.2% |
| Admin fee / account holder | $821 | $19,811-95.9% | $16,237-94.9% | $12,309-93.3% |