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 | $25,423 | $171,865-85.2% | $149,718-83.0% | $147,584-82.8% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 18.61% | 2113.22%-2094.6pp | 1501.63%-1483.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,700 | $6,275-57.0% | $5,445-50.4% | $4,876-44.6% |
| Participant deferral / active EE | $4,095 | $7,271-43.7% | $6,569-37.7% | $5,439-24.7% |
| Admin fee / account holder | $462 | $13,799-96.7% | $11,283-95.9% | $10,885-95.8% |