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 | $13,702 | $159,901-91.4% | $146,958-90.7% | $145,922-90.6% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 58.21% | 98.13%-39.9pp | 418.34%-360.1pp | 561.29%-503.1pp |
| Employer contribution / active EE | $6,944 | $5,286+31.4% | $4,933+40.8% | $4,660+49.0% |
| Participant deferral / active EE | $11,378 | $8,428+35.0% | $8,070+41.0% | $6,688+70.1% |
| Admin fee / account holder | $2,214 | $15,044-85.3% | $12,998-83.0% | $13,397-83.5% |