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 | $29,244 | $202,318-85.5% | $172,739-83.1% | $152,861-80.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.14% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,296 | $5,856-60.8% | $5,143-55.4% | $4,762-51.8% |
| Participant deferral / active EE | $3,258 | $5,948-45.2% | $5,198-37.3% | $5,850-44.3% |
| Admin fee / account holder | $3,955 | $17,109-76.9% | $13,954-71.7% | $11,596-65.9% |