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 | $30,937 | $198,466-84.4% | $170,442-81.8% | $147,584-79.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.79% | 257.29%-239.5pp | 205.93%-188.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $3,140 | $6,184-49.2% | $5,433-42.2% | $4,876-35.6% |
| Participant deferral / active EE | $8,614 | $5,629+53.0% | $4,939+74.4% | $5,439+58.4% |
| Admin fee / account holder | $337 | $16,852-98.0% | $13,880-97.6% | $10,885-96.9% |