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 | $11,558 | $176,662-93.5% | $130,648-91.2% | $152,861-92.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.4%-2.4pp |
| Annual return | 30.50% | 2692.24%-2661.7pp | 1708.96%-1678.5pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,500 | $5,742-73.9% | $4,092-63.4% | $4,762-68.5% |
| Participant deferral / active EE | $2,506 | $4,361-42.5% | $3,603-30.4% | $5,850-57.2% |
| Admin fee / account holder | $417 | $7,133-94.2% | $5,464-92.4% | $11,596-96.4% |