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 | $24,718 | $202,318-87.8% | $172,739-85.7% | $152,861-83.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 19.57% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,146 | $5,856-63.4% | $5,143-58.3% | $4,762-54.9% |
| Participant deferral / active EE | $4,975 | $5,948-16.4% | $5,198-4.3% | $5,850-15.0% |
| Admin fee / account holder | $2,599 | $17,109-84.8% | $13,954-81.4% | $11,596-77.6% |