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 | $20,771 | $202,318-89.7% | $172,739-88.0% | $152,861-86.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 16.38% | 1029.65%-1013.3pp | 802.84%-786.5pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,903 | $5,856-67.5% | $5,143-63.0% | $4,762-60.0% |
| Participant deferral / active EE | $2,968 | $5,948-50.1% | $5,198-42.9% | $5,850-49.3% |
| Admin fee / account holder | $4,598 | $17,109-73.1% | $13,954-67.0% | $11,596-60.4% |