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 | $34,167 | $171,865-80.1% | $149,718-77.2% | $147,584-76.8% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 17.57% | 2113.22%-2095.6pp | 1501.63%-1484.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,398 | $6,275-77.7% | $5,445-74.3% | $4,876-71.3% |
| Participant deferral / active EE | $2,598 | $7,271-64.3% | $6,569-60.4% | $5,439-52.2% |
| Admin fee / account holder | $3,246 | $13,799-76.5% | $11,283-71.2% | $10,885-70.2% |