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 | $12,438 | $135,635-90.8% | $110,238-88.7% | $135,375-90.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.95% | 513.19%-521.1pp | 314.74%-322.7pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,065 | $4,906-37.5% | $3,826-19.9% | $4,779-35.9% |
| Participant deferral / active EE | $5,379 | $5,506-2.3% | $4,672+15.1% | $5,609-4.1% |
| Admin fee / account holder | $4,283 | $11,457-62.6% | $8,547-49.9% | $10,827-60.4% |