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 | $25,231 | $217,402-88.4% | $185,823-86.4% | $167,490-84.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.01% | 148.36%-137.4pp | 122.05%-111.0pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,027 | $5,873-65.5% | $5,167-60.8% | $4,837-58.1% |
| Participant deferral / active EE | $3,919 | $6,356-38.4% | $5,568-29.6% | $6,341-38.2% |
| Admin fee / account holder | $2,434 | $19,811-87.7% | $16,237-85.0% | $12,309-80.2% |