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 | $18,022 | $202,318-91.1% | $172,739-89.6% | $152,861-88.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.78% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.5pp |
| Employer contribution / active EE | $7,657 | $5,856+30.8% | $5,143+48.9% | $4,762+60.8% |
| Participant deferral / active EE | $8,162 | $5,948+37.2% | $5,198+57.0% | $5,850+39.5% |
| Admin fee / account holder | $1,670 | $17,109-90.2% | $13,954-88.0% | $11,596-85.6% |