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 | $13,312 | $190,805-93.0% | $159,960-91.7% | $134,475-90.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.11% | 552.23%-567.3pp | 408.60%-423.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,282 | $4,995-74.3% | $4,226-69.7% | $4,740-73.0% |
| Participant deferral / active EE | $3,337 | $6,923-51.8% | $6,182-46.0% | $6,400-47.9% |
| Admin fee / account holder | $1,228 | $10,471-88.3% | $8,698-85.9% | $11,426-89.2% |