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 7-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 | $5,467 | $157,256-96.5% | $141,162-96.1% | $152,861-96.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 39.94% | 64.32%-24.4pp | 71.39%-31.5pp | 345.32%-305.4pp |
| Employer contribution / active EE | $1,937 | $5,261-63.2% | $4,735-59.1% | $4,762-59.3% |
| Participant deferral / active EE | $3,242 | $7,109-54.4% | $6,709-51.7% | $5,850-44.6% |
| Admin fee / account holder | $484 | $12,120-96.0% | $10,261-95.3% | $11,596-95.8% |