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 | $15,001 | $70,587-78.7% | $124,672-88.0% | $85,850-82.5% |
| Participation rate | 94.4% | 64.4%+30.0pp | 74.6%+19.8pp | 69.3%+25.1pp |
| Annual return | 13.10% | 20688.83%-20675.7pp | 5142.93%-5129.8pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,183 | $1,913+66.3% | $3,324-4.2% | $2,565+24.1% |
| Participant deferral / active EE | $2,028 | $2,969-31.7% | $4,614-56.1% | $3,952-48.7% |
| Admin fee / account holder | $1,032 | $5,282-80.5% | $7,493-86.2% | $6,260-83.5% |