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 4-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 | $16,034 | $175,202-90.8% | $149,673-89.3% | $139,434-88.5% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 1277.69% | 166.71%+1111.0pp | 134.42%+1143.3pp | 372.94%+904.7pp |
| Employer contribution / active EE | $1,837 | $5,474-66.4% | $4,818-61.9% | $4,751-61.3% |
| Participant deferral / active EE | $2,119 | $6,519-67.5% | $5,680-62.7% | $6,710-68.4% |
| Admin fee / account holder | $381 | $16,150-97.6% | $13,210-97.1% | $11,403-96.7% |