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 6-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 | $30,152 | $209,411-85.6% | $178,490-83.1% | $158,922-81.0% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 2817.99% | 188.75%+2629.2pp | 151.07%+2666.9pp | 302.83%+2515.2pp |
| Employer contribution / active EE | $8,297 | $5,706+45.4% | $5,011+65.6% | $4,761+74.3% |
| Participant deferral / active EE | $5,430 | $5,954-8.8% | $5,202+4.4% | $5,982-9.2% |
| Admin fee / account holder | $2,014 | $17,074-88.2% | $13,984-85.6% | $11,246-82.1% |