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 | $28,360 | $198,466-85.7% | $170,442-83.4% | $147,584-80.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.41% | 257.29%-242.9pp | 205.93%-191.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,137 | $6,184-65.4% | $5,433-60.7% | $4,876-56.2% |
| Participant deferral / active EE | $5,214 | $5,629-7.4% | $4,939+5.6% | $5,439-4.1% |
| Admin fee / account holder | $5,568 | $16,852-67.0% | $13,880-59.9% | $10,885-48.9% |