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 | $9,531 | $105,998-91.0% | $92,233-89.7% | $147,584-93.5% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 17.32% | 50.05%-32.7pp | 176.28%-159.0pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,672 | $4,333-61.4% | $3,679-54.6% | $4,876-65.7% |
| Participant deferral / active EE | $4,016 | $4,478-10.3% | $3,897+3.1% | $5,439-26.2% |
| Admin fee / account holder | $774 | $6,332-87.8% | $5,194-85.1% | $10,885-92.9% |