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 | $22,045 | $198,466-88.9% | $170,442-87.1% | $147,584-85.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.92% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,384 | $6,184-61.4% | $5,433-56.1% | $4,876-51.1% |
| Participant deferral / active EE | $3,268 | $5,629-42.0% | $4,939-33.8% | $5,439-39.9% |
| Admin fee / account holder | $316 | $16,852-98.1% | $13,880-97.7% | $10,885-97.1% |