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 5-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 | $16,930 | $159,901-89.4% | $146,958-88.5% | $145,922-88.4% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 22.41% | 98.13%-75.7pp | 418.34%-395.9pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,931 | $5,286-44.6% | $4,933-40.6% | $4,660-37.1% |
| Participant deferral / active EE | $7,447 | $8,428-11.6% | $8,070-7.7% | $6,688+11.4% |
| Admin fee / account holder | $345 | $15,044-97.7% | $12,998-97.3% | $13,397-97.4% |