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 | $7,482 | $85,766-91.3% | $136,294-94.5% | $70,131-89.3% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 97.39% | 31.45%+65.9pp | 5155.94%-5058.5pp | 73.14%+24.2pp |
| Employer contribution / active EE | $2,674 | $2,966-9.8% | $4,695-43.1% | $2,342+14.2% |
| Participant deferral / active EE | $4,422 | $5,051-12.5% | $6,247-29.2% | $3,332+32.7% |
| Admin fee / account holder | $337 | $5,420-93.8% | $9,243-96.4% | $4,645-92.7% |