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 | $22,968 | $217,402-89.4% | $185,823-87.6% | $167,490-86.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.09% | 148.36%-134.3pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,334 | $5,873-43.2% | $5,167-35.5% | $4,837-31.1% |
| Participant deferral / active EE | $11,077 | $6,356+74.3% | $5,568+98.9% | $6,341+74.7% |
| Admin fee / account holder | $715 | $19,811-96.4% | $16,237-95.6% | $12,309-94.2% |