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 | $20,546 | $85,766-76.0% | $136,294-84.9% | $70,131-70.7% |
| Participation rate | 98.0% | 74.2%+23.9pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 20.91% | 31.45%-10.5pp | 5155.94%-5135.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $2,150 | $2,966-27.5% | $4,695-54.2% | $2,342-8.2% |
| Participant deferral / active EE | $4,193 | $5,051-17.0% | $6,247-32.9% | $3,332+25.9% |
| Admin fee / account holder | $582 | $5,420-89.3% | $9,243-93.7% | $4,645-87.5% |