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 | $7,832 | $150,440-94.8% | $136,294-94.3% | $147,584-94.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 24.41% | 1049.08%-1024.7pp | 5155.94%-5131.5pp | 578.55%-554.1pp |
| Employer contribution / active EE | $1,701 | $5,256-67.6% | $4,695-63.8% | $4,876-65.1% |
| Participant deferral / active EE | $2,158 | $6,630-67.5% | $6,247-65.5% | $5,439-60.3% |
| Admin fee / account holder | $1,204 | $10,905-89.0% | $9,243-87.0% | $10,885-88.9% |