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 | $12,201 | $165,984-92.6% | $164,813-92.6% | $145,922-91.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 459.94% | 100.03%+359.9pp | 69.93%+390.0pp | 561.29%-101.3pp |
| Employer contribution / active EE | $3,328 | $5,273-36.9% | $4,341-23.3% | $4,660-28.6% |
| Participant deferral / active EE | $3,212 | $6,959-53.8% | $6,031-46.8% | $6,688-52.0% |
| Admin fee / account holder | $495 | $16,648-97.0% | $12,690-96.1% | $13,397-96.3% |