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 | $27,038 | $168,632-84.0% | $147,614-81.7% | $125,391-78.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 13.12% | 77.65%-64.5pp | 61.98%-48.9pp | 282.22%-269.1pp |
| Employer contribution / active EE | $3,332 | $6,252-46.7% | $5,564-40.1% | $4,866-31.5% |
| Participant deferral / active EE | $5,097 | $5,507-7.4% | $4,895+4.1% | $5,352-4.8% |
| Admin fee / account holder | $448 | $13,580-96.7% | $11,611-96.1% | $9,540-95.3% |