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 | $14,191 | $66,402-78.6% | $109,895-87.1% | $85,850-83.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 113.39% | 19.59%+93.8pp | 29.45%+83.9pp | 318.53%-205.1pp |
| Employer contribution / active EE | $2,396 | $1,687+42.0% | $2,842-15.7% | $2,565-6.6% |
| Participant deferral / active EE | $1,912 | $2,842-32.7% | $4,048-52.8% | $3,952-51.6% |
| Admin fee / account holder | $691 | $4,557-84.8% | $6,066-88.6% | $6,260-89.0% |