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 8-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 | $25,550 | $209,411-87.8% | $178,490-85.7% | $158,922-83.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.48% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $3,445 | $5,706-39.6% | $5,011-31.2% | $4,761-27.6% |
| Participant deferral / active EE | $6,074 | $5,954+2.0% | $5,202+16.8% | $5,982+1.5% |
| Admin fee / account holder | $750 | $17,074-95.6% | $13,984-94.6% | $11,246-93.3% |