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 4-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 | $12,080 | $83,902-85.6% | $167,512-92.8% | $84,808-85.8% |
| Participation rate | 94.7% | 66.5%+28.3pp | 77.1%+17.7pp | 68.3%+26.4pp |
| Annual return | 24.00% | 91.55%-67.5pp | 1615.79%-1591.8pp | 40.90%-16.9pp |
| Employer contribution / active EE | $2,433 | $2,264+7.5% | $3,882-37.3% | $2,631-7.5% |
| Participant deferral / active EE | $3,876 | $4,442-12.8% | $6,405-39.5% | $4,212-8.0% |
| Admin fee / account holder | $938 | $7,915-88.2% | $9,769-90.4% | $7,344-87.2% |