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 | $32,039 | $171,865-81.4% | $149,718-78.6% | $147,584-78.3% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 19.60% | 2113.22%-2093.6pp | 1501.63%-1482.0pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,690 | $6,275-73.1% | $5,445-69.0% | $4,876-65.3% |
| Participant deferral / active EE | $7,422 | $7,271+2.1% | $6,569+13.0% | $5,439+36.5% |
| Admin fee / account holder | $1,237 | $13,799-91.0% | $11,283-89.0% | $10,885-88.6% |