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 8-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 | $7,820 | $63,861-87.8% | $104,607-92.5% | $79,858-90.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 58.87% | 21.30%+37.6pp | 340.46%-281.6pp | 31.71%+27.2pp |
| Employer contribution / active EE | $2,633 | $1,588+65.8% | $2,681-1.8% | $2,471+6.6% |
| Participant deferral / active EE | $3,032 | $2,693+12.6% | $3,740-18.9% | $3,740-18.9% |
| Admin fee / account holder | $330 | $4,185-92.1% | $6,473-94.9% | $5,306-93.8% |