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 | $32,806 | $183,963-82.2% | $162,163-79.8% | $152,861-78.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.73% | 150.76%-129.0pp | 115.59%-93.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $9,080 | $6,371+42.5% | $5,614+61.7% | $4,762+90.7% |
| Participant deferral / active EE | $9,652 | $8,034+20.1% | $7,298+32.3% | $5,850+65.0% |
| Admin fee / account holder | $306 | $13,121-97.7% | $10,843-97.2% | $11,596-97.4% |