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 8-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 | $12,391 | $118,680-89.6% | $98,907-87.5% | $158,922-92.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.56% | 372.35%-363.8pp | 196.43%-187.9pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,542 | $3,333-53.7% | $2,689-42.7% | $4,761-67.6% |
| Participant deferral / active EE | $4,097 | $5,088-19.5% | $4,244-3.5% | $5,982-31.5% |
| Admin fee / account holder | $1,247 | $10,131-87.7% | $6,642-81.2% | $11,246-88.9% |