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 6-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 | $8,512 | $102,604-91.7% | $86,188-90.1% | $139,434-93.9% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 19.21% | 1922.51%-1903.3pp | 1168.45%-1149.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,519 | $3,032-49.9% | $2,380-36.2% | $4,751-68.0% |
| Participant deferral / active EE | $3,712 | $4,676-20.6% | $3,985-6.9% | $6,710-44.7% |
| Admin fee / account holder | $890 | $8,657-89.7% | $6,852-87.0% | $11,403-92.2% |