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 | $9,305 | $109,327-91.5% | $89,391-89.6% | $158,922-94.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.42% | 345.68%-326.3pp | 245.62%-226.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $912 | $3,170-71.2% | $2,586-64.7% | $4,761-80.8% |
| Participant deferral / active EE | $3,314 | $4,598-27.9% | $3,890-14.8% | $5,982-44.6% |
| Admin fee / account holder | $502 | $6,153-91.8% | $4,881-89.7% | $11,246-95.5% |