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 | $18,752 | $180,449-89.6% | $154,107-87.8% | $135,375-86.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.13% | 888.09%-890.2pp | 735.12%-737.2pp | 519.73%-521.9pp |
| Employer contribution / active EE | $3,431 | $6,035-43.1% | $5,298-35.2% | $4,779-28.2% |
| Participant deferral / active EE | $5,967 | $5,806+2.8% | $5,081+17.4% | $5,609+6.4% |
| Admin fee / account holder | $16,564 | $16,143+2.6% | $13,411+23.5% | $10,827+53.0% |