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 | $19,728 | $142,405-86.1% | $115,157-82.9% | $152,861-87.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 70.63% | 41.48%+29.2pp | 35.60%+35.0pp | 345.32%-274.7pp |
| Employer contribution / active EE | $2,935 | $4,010-26.8% | $3,179-7.7% | $4,762-38.4% |
| Participant deferral / active EE | $5,064 | $5,164-1.9% | $4,168+21.5% | $5,850-13.4% |
| Admin fee / account holder | $956 | $8,462-88.7% | $7,088-86.5% | $11,596-91.8% |