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 8-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 | $16,895 | $159,901-89.4% | $146,958-88.5% | $145,922-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.45% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,340 | $5,286-36.8% | $4,933-32.3% | $4,660-28.3% |
| Participant deferral / active EE | $6,301 | $8,428-25.2% | $8,070-21.9% | $6,688-5.8% |
| Admin fee / account holder | $1,738 | $15,044-88.4% | $12,998-86.6% | $13,397-87.0% |