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 | $11,948 | $99,020-87.9% | $86,590-86.2% | $147,584-91.9% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 25.26% | 1312.34%-1287.1pp | 964.84%-939.6pp | 578.55%-553.3pp |
| Employer contribution / active EE | $1,211 | $3,132-61.3% | $2,839-57.3% | $4,876-75.2% |
| Participant deferral / active EE | $4,770 | $3,972+20.1% | $3,609+32.2% | $5,439-12.3% |
| Admin fee / account holder | $639 | $5,710-88.8% | $4,906-87.0% | $10,885-94.1% |