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 | $10,619 | $109,327-90.3% | $89,391-88.1% | $158,922-93.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.51% | 345.68%-323.2pp | 245.62%-223.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,562 | $3,170-19.2% | $2,586-0.9% | $4,761-46.2% |
| Participant deferral / active EE | $2,679 | $4,598-41.7% | $3,890-31.1% | $5,982-55.2% |
| Admin fee / account holder | $1,349 | $6,153-78.1% | $4,881-72.4% | $11,246-88.0% |