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 | $15,027 | $180,449-91.7% | $154,107-90.2% | $135,375-88.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 22.80% | 888.09%-865.3pp | 735.12%-712.3pp | 519.73%-496.9pp |
| Employer contribution / active EE | $1,582 | $6,035-73.8% | $5,298-70.1% | $4,779-66.9% |
| Participant deferral / active EE | $2,404 | $5,806-58.6% | $5,081-52.7% | $5,609-57.1% |
| Admin fee / account holder | $2,734 | $16,143-83.1% | $13,411-79.6% | $10,827-74.7% |