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 | $24,706 | $98,750-75.0% | $149,696-83.5% | $79,858-69.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 51.15% | 27.43%+23.7pp | 276.60%-225.4pp | 31.71%+19.4pp |
| Employer contribution / active EE | $2,109 | $3,216-34.4% | $4,644-54.6% | $2,471-14.6% |
| Participant deferral / active EE | $10,037 | $5,680+76.7% | $6,842+46.7% | $3,740+168.4% |
| Admin fee / account holder | $1,643 | $6,053-72.8% | $9,309-82.3% | $5,306-69.0% |