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 9-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 | $22,201 | $226,064-90.2% | $182,532-87.8% | $152,861-85.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 36.56% | 192.51%-155.9pp | 148.54%-112.0pp | 345.32%-308.8pp |
| Employer contribution / active EE | $1,126 | $4,978-77.4% | $4,076-72.4% | $4,762-76.3% |
| Participant deferral / active EE | $5,123 | $6,368-19.5% | $5,524-7.3% | $5,850-12.4% |
| Admin fee / account holder | $919 | $10,703-91.4% | $8,592-89.3% | $11,596-92.1% |