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 | $8,735 | $138,065-93.7% | $123,544-92.9% | $135,375-93.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 139.76% | 153.68%-13.9pp | 119.20%+20.6pp | 519.73%-380.0pp |
| Employer contribution / active EE | $1,866 | $5,151-63.8% | $4,628-59.7% | $4,779-61.0% |
| Participant deferral / active EE | $2,583 | $6,799-62.0% | $6,426-59.8% | $5,609-54.0% |
| Admin fee / account holder | $1,590 | $10,916-85.4% | $9,284-82.9% | $10,827-85.3% |