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 | $15,849 | $150,440-89.5% | $136,294-88.4% | $147,584-89.3% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 23.30% | 1049.08%-1025.8pp | 5155.94%-5132.6pp | 578.55%-555.3pp |
| Employer contribution / active EE | $2,927 | $5,256-44.3% | $4,695-37.7% | $4,876-40.0% |
| Participant deferral / active EE | $4,391 | $6,630-33.8% | $6,247-29.7% | $5,439-19.3% |
| Admin fee / account holder | $491 | $10,905-95.5% | $9,243-94.7% | $10,885-95.5% |