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 9-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 | $32,392 | $183,963-82.4% | $162,163-80.0% | $152,861-78.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.97% | 150.76%-121.8pp | 115.59%-86.6pp | 345.32%-316.4pp |
| Employer contribution / active EE | $4,666 | $6,371-26.8% | $5,614-16.9% | $4,762-2.0% |
| Participant deferral / active EE | $14,300 | $8,034+78.0% | $7,298+95.9% | $5,850+144.4% |
| Admin fee / account holder | $6,307 | $13,121-51.9% | $10,843-41.8% | $11,596-45.6% |