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 | $26,692 | $209,832-87.3% | $189,513-85.9% | $167,490-84.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.06% | 748.27%-731.2pp | 555.15%-538.1pp | 478.56%-461.5pp |
| Employer contribution / active EE | $2,411 | $6,914-65.1% | $6,162-60.9% | $4,837-50.2% |
| Participant deferral / active EE | $4,126 | $8,935-53.8% | $8,221-49.8% | $6,341-34.9% |
| Admin fee / account holder | $764 | $14,293-94.7% | $12,045-93.7% | $12,309-93.8% |