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 | $7,808 | $104,907-92.6% | $84,611-90.8% | $152,861-94.9% |
| Participation rate | 94.4% | 74.8%+19.6pp | 68.2%+26.2pp | 82.4%+12.0pp |
| Annual return | 59.90% | 373.79%-313.9pp | 258.74%-198.8pp | 345.32%-285.4pp |
| Employer contribution / active EE | $2,349 | $3,302-28.8% | $2,652-11.4% | $4,762-50.7% |
| Participant deferral / active EE | $3,720 | $4,688-20.7% | $3,899-4.6% | $5,850-36.4% |
| Admin fee / account holder | $663 | $6,241-89.4% | $4,912-86.5% | $11,596-94.3% |