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 | $21,177 | $150,440-85.9% | $136,294-84.5% | $147,584-85.7% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 26.16% | 1049.08%-1022.9pp | 5155.94%-5129.8pp | 578.55%-552.4pp |
| Employer contribution / active EE | $2,402 | $5,256-54.3% | $4,695-48.8% | $4,876-50.7% |
| Participant deferral / active EE | $5,082 | $6,630-23.4% | $6,247-18.6% | $5,439-6.6% |
| Admin fee / account holder | $2,287 | $10,905-79.0% | $9,243-75.3% | $10,885-79.0% |