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 | $5,659 | $109,817-94.8% | $98,442-94.3% | $167,490-96.6% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 20.35% | 1956.69%-1936.3pp | 1492.73%-1472.4pp | 478.56%-458.2pp |
| Employer contribution / active EE | $1,235 | $3,224-61.7% | $2,960-58.3% | $4,837-74.5% |
| Participant deferral / active EE | $1,568 | $4,673-66.4% | $4,276-63.3% | $6,341-75.3% |
| Admin fee / account holder | $1,302 | $6,753-80.7% | $5,949-78.1% | $12,309-89.4% |