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 7-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 | $21,643 | $91,552-76.4% | $133,956-83.8% | $79,858-72.9% |
| Participation rate | 95.0% | 73.3%+21.7pp | 79.8%+15.2pp | 69.6%+25.4pp |
| Annual return | 1004.70% | 61.85%+942.9pp | 45.09%+959.6pp | 31.71%+973.0pp |
| Employer contribution / active EE | $1,759 | $2,384-26.2% | $3,919-55.1% | $2,471-28.8% |
| Participant deferral / active EE | $2,687 | $3,733-28.0% | $5,048-46.8% | $3,740-28.1% |
| Admin fee / account holder | $4,842 | $6,321-23.4% | $8,927-45.8% | $5,306-8.7% |