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 | $6,680 | $176,662-96.2% | $130,648-94.9% | $152,861-95.6% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 25.90% | 2692.24%-2666.3pp | 1708.96%-1683.1pp | 345.32%-319.4pp |
| Employer contribution / active EE | $725 | $5,742-87.4% | $4,092-82.3% | $4,762-84.8% |
| Participant deferral / active EE | $1,587 | $4,361-63.6% | $3,603-56.0% | $5,850-72.9% |
| Admin fee / account holder | $473 | $7,133-93.4% | $5,464-91.3% | $11,596-95.9% |