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 | $31,714 | $171,865-81.5% | $149,718-78.8% | $147,584-78.5% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 27.29% | 2113.22%-2085.9pp | 1501.63%-1474.3pp | 578.55%-551.3pp |
| Employer contribution / active EE | $4,567 | $6,275-27.2% | $5,445-16.1% | $4,876-6.4% |
| Participant deferral / active EE | $9,667 | $7,271+33.0% | $6,569+47.2% | $5,439+77.8% |
| Admin fee / account holder | $1,111 | $13,799-92.0% | $11,283-90.2% | $10,885-89.8% |