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 | $28,215 | $183,963-84.7% | $162,163-82.6% | $152,861-81.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.02% | 150.76%-133.7pp | 115.59%-98.6pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,931 | $6,371-69.7% | $5,614-65.6% | $4,762-59.5% |
| Participant deferral / active EE | $7,890 | $8,034-1.8% | $7,298+8.1% | $5,850+34.9% |
| Admin fee / account holder | $378 | $13,121-97.1% | $10,843-96.5% | $11,596-96.7% |