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 | $19,620 | $157,256-87.5% | $141,162-86.1% | $152,861-87.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 104.03% | 64.32%+39.7pp | 71.39%+32.6pp | 345.32%-241.3pp |
| Employer contribution / active EE | $7,447 | $5,261+41.5% | $4,735+57.3% | $4,762+56.4% |
| Participant deferral / active EE | $7,941 | $7,109+11.7% | $6,709+18.4% | $5,850+35.7% |
| Admin fee / account holder | $536 | $12,120-95.6% | $10,261-94.8% | $11,596-95.4% |