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 | $7,269 | $99,020-92.7% | $86,590-91.6% | $147,584-95.1% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 166.25% | 1312.34%-1146.1pp | 964.84%-798.6pp | 578.55%-412.3pp |
| Employer contribution / active EE | $3,049 | $3,132-2.7% | $2,839+7.4% | $4,876-37.5% |
| Participant deferral / active EE | $2,404 | $3,972-39.5% | $3,609-33.4% | $5,439-55.8% |
| Admin fee / account holder | $1,072 | $5,710-81.2% | $4,906-78.2% | $10,885-90.2% |