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 | $30,304 | $198,466-84.7% | $170,442-82.2% | $147,584-79.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 28.82% | 257.29%-228.5pp | 205.93%-177.1pp | 578.55%-549.7pp |
| Employer contribution / active EE | $3,213 | $6,184-48.0% | $5,433-40.9% | $4,876-34.1% |
| Participant deferral / active EE | $7,350 | $5,629+30.6% | $4,939+48.8% | $5,439+35.1% |
| Admin fee / account holder | $1,385 | $16,852-91.8% | $13,880-90.0% | $10,885-87.3% |