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 3-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 | $15,290 | $117,841-87.0% | $102,423-85.1% | $145,922-89.5% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 2454.52% | 31.65%+2422.9pp | 29.32%+2425.2pp | 561.29%+1893.2pp |
| Employer contribution / active EE | $2,112 | $3,615-41.6% | $3,023-30.1% | $4,660-54.7% |
| Participant deferral / active EE | $5,517 | $5,731-3.7% | $5,053+9.2% | $6,688-17.5% |
| Admin fee / account holder | $341 | $13,326-97.4% | $9,451-96.4% | $13,397-97.5% |