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 | $23,728 | $171,865-86.2% | $149,718-84.2% | $147,584-83.9% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 24.16% | 2113.22%-2089.1pp | 1501.63%-1477.5pp | 578.55%-554.4pp |
| Employer contribution / active EE | $1,814 | $6,275-71.1% | $5,445-66.7% | $4,876-62.8% |
| Participant deferral / active EE | $3,892 | $7,271-46.5% | $6,569-40.7% | $5,439-28.4% |
| Admin fee / account holder | $2,390 | $13,799-82.7% | $11,283-78.8% | $10,885-78.0% |