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 3-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 | $16,674 | $159,901-89.6% | $146,958-88.7% | $145,922-88.6% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 40.94% | 98.13%-57.2pp | 418.34%-377.4pp | 561.29%-520.3pp |
| Employer contribution / active EE | $2,923 | $5,286-44.7% | $4,933-40.8% | $4,660-37.3% |
| Participant deferral / active EE | $6,877 | $8,428-18.4% | $8,070-14.8% | $6,688+2.8% |
| Admin fee / account holder | $1,764 | $15,044-88.3% | $12,998-86.4% | $13,397-86.8% |