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 | $18,587 | $202,318-90.8% | $172,739-89.2% | $152,861-87.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 41.61% | 1029.65%-988.0pp | 802.84%-761.2pp | 345.32%-303.7pp |
| Employer contribution / active EE | $1,343 | $5,856-77.1% | $5,143-73.9% | $4,762-71.8% |
| Participant deferral / active EE | $2,381 | $5,948-60.0% | $5,198-54.2% | $5,850-59.3% |
| Admin fee / account holder | $682 | $17,109-96.0% | $13,954-95.1% | $11,596-94.1% |