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 | $14,247 | $175,202-91.9% | $149,673-90.5% | $139,434-89.8% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 66.55% | 166.71%-100.2pp | 134.42%-67.9pp | 372.94%-306.4pp |
| Employer contribution / active EE | $1,500 | $5,474-72.6% | $4,818-68.9% | $4,751-68.4% |
| Participant deferral / active EE | $2,575 | $6,519-60.5% | $5,680-54.7% | $6,710-61.6% |
| Admin fee / account holder | $306 | $16,150-98.1% | $13,210-97.7% | $11,403-97.3% |