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 | $15,128 | $180,449-91.6% | $154,107-90.2% | $135,375-88.8% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -6.85% | 888.09%-894.9pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,639 | $6,035-39.7% | $5,298-31.3% | $4,779-23.8% |
| Participant deferral / active EE | $7,212 | $5,806+24.2% | $5,081+42.0% | $5,609+28.6% |
| Admin fee / account holder | $2,363 | $16,143-85.4% | $13,411-82.4% | $10,827-78.2% |