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 6-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 | $13,672 | $217,402-93.7% | $185,823-92.6% | $167,490-91.8% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 56.97% | 148.36%-91.4pp | 122.05%-65.1pp | 478.56%-421.6pp |
| Employer contribution / active EE | $12,533 | $5,873+113.4% | $5,167+142.5% | $4,837+159.1% |
| Participant deferral / active EE | $3,617 | $6,356-43.1% | $5,568-35.0% | $6,341-43.0% |
| Admin fee / account holder | $656 | $19,811-96.7% | $16,237-96.0% | $12,309-94.7% |