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 | $8,880 | $91,538-90.3% | $129,995-93.2% | $75,163-88.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 22.58% | -631.11%+653.7pp | -137.18%+159.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $2,470 | $2,845-13.2% | $4,320-42.8% | $2,670-7.5% |
| Participant deferral / active EE | $2,475 | $4,341-43.0% | $5,820-57.5% | $4,125-40.0% |
| Admin fee / account holder | $676 | $6,790-90.0% | $10,614-93.6% | $5,651-88.0% |