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 | $15,301 | $105,998-85.6% | $92,233-83.4% | $147,584-89.6% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 25.52% | 50.05%-24.5pp | 176.28%-150.8pp | 578.55%-553.0pp |
| Employer contribution / active EE | $2,226 | $4,333-48.6% | $3,679-39.5% | $4,876-54.4% |
| Participant deferral / active EE | $5,125 | $4,478+14.4% | $3,897+31.5% | $5,439-5.8% |
| Admin fee / account holder | $347 | $6,332-94.5% | $5,194-93.3% | $10,885-96.8% |