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 8-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 | $14,477 | $185,200-92.2% | $142,863-89.9% | $167,490-91.4% |
| Participation rate | 81.3% | 78.4%+2.8pp | 71.9%+9.3pp | 82.1%-0.9pp |
| Annual return | 22.18% | 8555.70%-8533.5pp | 5637.54%-5615.4pp | 478.56%-456.4pp |
| Employer contribution / active EE | $940 | $5,604-83.2% | $4,144-77.3% | $4,837-80.6% |
| Participant deferral / active EE | $3,829 | $4,494-14.8% | $3,837-0.2% | $6,341-39.6% |
| Admin fee / account holder | $352 | $8,031-95.6% | $6,560-94.6% | $12,309-97.1% |