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 | $23,302 | $185,822-87.5% | $169,993-86.3% | $139,434-83.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 98.44% | 60.50%+37.9pp | 53.37%+45.1pp | 372.94%-274.5pp |
| Employer contribution / active EE | $6,833 | $7,590-10.0% | $6,785+0.7% | $4,751+43.8% |
| Participant deferral / active EE | $16,821 | $11,622+44.7% | $10,408+61.6% | $6,710+150.7% |
| Admin fee / account holder | $10,614 | $15,381-31.0% | $12,815-17.2% | $11,403-6.9% |