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 | $14,271 | $209,411-93.2% | $178,490-92.0% | $158,922-91.0% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 26.38% | 188.75%-162.4pp | 151.07%-124.7pp | 302.83%-276.4pp |
| Employer contribution / active EE | $2,310 | $5,706-59.5% | $5,011-53.9% | $4,761-51.5% |
| Participant deferral / active EE | $3,314 | $5,954-44.3% | $5,202-36.3% | $5,982-44.6% |
| Admin fee / account holder | $873 | $17,074-94.9% | $13,984-93.8% | $11,246-92.2% |