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 | $20,993 | $165,984-87.4% | $164,813-87.3% | $145,922-85.6% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 35.66% | 100.03%-64.4pp | 69.93%-34.3pp | 561.29%-525.6pp |
| Employer contribution / active EE | $2,419 | $5,273-54.1% | $4,341-44.3% | $4,660-48.1% |
| Participant deferral / active EE | $7,166 | $6,959+3.0% | $6,031+18.8% | $6,688+7.2% |
| Admin fee / account holder | $438 | $16,648-97.4% | $12,690-96.5% | $13,397-96.7% |