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 | $35,359 | $100,041-64.7% | $149,718-76.4% | $70,131-49.6% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.1%+4.9pp | 69.5%+22.5pp |
| Annual return | 32.69% | 27.43%+5.3pp | 1501.63%-1468.9pp | 73.14%-40.5pp |
| Employer contribution / active EE | $1,503 | $3,662-59.0% | $5,445-72.4% | $2,342-35.8% |
| Participant deferral / active EE | $5,189 | $4,983+4.1% | $6,569-21.0% | $3,332+55.8% |
| Admin fee / account holder | $990 | $8,286-88.1% | $11,283-91.2% | $4,645-78.7% |