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 | $21,916 | $209,411-89.5% | $178,490-87.7% | $158,922-86.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.50% | 188.75%-170.3pp | 151.07%-132.6pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,689 | $5,706-52.9% | $5,011-46.3% | $4,761-43.5% |
| Participant deferral / active EE | $5,955 | $5,9540% | $5,202+14.5% | $5,982-0.5% |
| Admin fee / account holder | $495 | $17,074-97.1% | $13,984-96.5% | $11,246-95.6% |