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 | $6,934 | $198,466-96.5% | $170,442-95.9% | $147,584-95.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.43% | 257.29%-229.9pp | 205.93%-178.5pp | 578.55%-551.1pp |
| Employer contribution / active EE | $1,307 | $6,184-78.9% | $5,433-75.9% | $4,876-73.2% |
| Participant deferral / active EE | $2,316 | $5,629-58.9% | $4,939-53.1% | $5,439-57.4% |
| Admin fee / account holder | $754 | $16,852-95.5% | $13,880-94.6% | $10,885-93.1% |