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 | $19,163 | $198,466-90.3% | $170,442-88.8% | $147,584-87.0% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 14.19% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,037 | $6,184-67.1% | $5,433-62.5% | $4,876-58.2% |
| Participant deferral / active EE | $4,372 | $5,629-22.3% | $4,939-11.5% | $5,439-19.6% |
| Admin fee / account holder | $3,609 | $16,852-78.6% | $13,880-74.0% | $10,885-66.8% |