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 | $26,928 | $209,411-87.1% | $178,490-84.9% | $158,922-83.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.86% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $6,393 | $5,706+12.0% | $5,011+27.6% | $4,761+34.3% |
| Participant deferral / active EE | $3,186 | $5,954-46.5% | $5,202-38.7% | $5,982-46.7% |
| Admin fee / account holder | $598 | $17,074-96.5% | $13,984-95.7% | $11,246-94.7% |