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 | $29,319 | $202,318-85.5% | $172,739-83.0% | $152,861-80.8% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 26.56% | 1029.65%-1003.1pp | 802.84%-776.3pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,404 | $5,856-76.0% | $5,143-72.7% | $4,762-70.5% |
| Participant deferral / active EE | $6,722 | $5,948+13.0% | $5,198+29.3% | $5,850+14.9% |
| Admin fee / account holder | $903 | $17,109-94.7% | $13,954-93.5% | $11,596-92.2% |