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 6-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 | $10,466 | $105,181-90.0% | $159,436-93.4% | $85,850-87.8% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.8%+14.1pp | 69.3%+27.7pp |
| Annual return | 320.53% | 45.07%+275.5pp | 263.57%+57.0pp | 318.53%+2.0pp |
| Employer contribution / active EE | $1,232 | $3,318-62.9% | $4,829-74.5% | $2,565-52.0% |
| Participant deferral / active EE | $3,035 | $5,945-49.0% | $7,352-58.7% | $3,952-23.2% |
| Admin fee / account holder | $792 | $6,933-88.6% | $10,799-92.7% | $6,260-87.3% |