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 | $14,657 | $210,648-93.0% | $177,989-91.8% | $145,922-90.0% |
| Participation rate | 84.6% | 80.8%+3.9pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 15.66% | 385.86%-370.2pp | 294.48%-278.8pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,044 | $4,565-55.2% | $3,949-48.2% | $4,660-56.1% |
| Participant deferral / active EE | $4,310 | $6,958-38.1% | $6,276-31.3% | $6,688-35.5% |
| Admin fee / account holder | $4,559 | $12,013-62.0% | $10,363-56.0% | $13,397-66.0% |