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 | $14,298 | $149,734-90.5% | $118,925-88.0% | $158,922-91.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 59.80% | 19.95%+39.8pp | 35.88%+23.9pp | 302.83%-243.0pp |
| Employer contribution / active EE | $1,365 | $4,115-66.8% | $3,263-58.2% | $4,761-71.3% |
| Participant deferral / active EE | $1,638 | $5,223-68.6% | $4,265-61.6% | $5,982-72.6% |
| Admin fee / account holder | $5,849 | $8,603-32.0% | $6,581-11.1% | $11,246-48.0% |