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 7-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 | $16,677 | $159,901-89.6% | $146,958-88.7% | $145,922-88.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.93% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,771 | $5,286-66.5% | $4,933-64.1% | $4,660-62.0% |
| Participant deferral / active EE | $5,753 | $8,428-31.7% | $8,070-28.7% | $6,688-14.0% |
| Admin fee / account holder | $1,889 | $15,044-87.4% | $12,998-85.5% | $13,397-85.9% |