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 7-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 | $9,772 | $107,334-90.9% | $92,893-89.5% | $152,861-93.6% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.4%+11.7pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,659 | $4,221-37.0% | $3,653-27.2% | $4,762-44.2% |
| Participant deferral / active EE | $6,004 | $4,845+23.9% | $4,236+41.7% | $5,850+2.6% |
| Admin fee / account holder | $458 | $7,079-93.5% | $5,794-92.1% | $11,596-96.1% |