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 | $9,651 | $85,202-88.7% | $172,739-94.4% | $72,985-86.8% |
| Participation rate | 71.0% | 70.1%+0.9pp | 82.6%-11.7pp | 69.5%+1.5pp |
| Annual return | 45.79% | 27.32%+18.5pp | 802.84%-757.0pp | 81.00%-35.2pp |
| Employer contribution / active EE | $2,406 | $3,324-27.6% | $5,143-53.2% | $2,440-1.4% |
| Participant deferral / active EE | $4,274 | $3,260+31.1% | $5,198-17.8% | $3,607+18.5% |
| Admin fee / account holder | $1,177 | $5,884-80.0% | $13,954-91.6% | $5,124-77.0% |