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 | $19,661 | $226,064-91.3% | $182,532-89.2% | $152,861-87.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 29.84% | 192.51%-162.7pp | 148.54%-118.7pp | 345.32%-315.5pp |
| Employer contribution / active EE | $3,620 | $4,978-27.3% | $4,076-11.2% | $4,762-24.0% |
| Participant deferral / active EE | $7,144 | $6,368+12.2% | $5,524+29.3% | $5,850+22.1% |
| Admin fee / account holder | $1,143 | $10,703-89.3% | $8,592-86.7% | $11,596-90.1% |