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 | $8,567 | $105,181-91.9% | $159,436-94.6% | $85,850-90.0% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.8%-0.2pp | 69.3%+13.3pp |
| Annual return | 47.69% | 45.07%+2.6pp | 263.57%-215.9pp | 318.53%-270.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,157 | $5,945-30.1% | $7,352-43.5% | $3,952+5.2% |
| Admin fee / account holder | $1,639 | $6,933-76.4% | $10,799-84.8% | $6,260-73.8% |