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 6-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 | $7,847 | $115,770-93.2% | $101,248-92.3% | $158,922-95.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 32.99% | 56.14%-23.1pp | 46.47%-13.5pp | 302.83%-269.8pp |
| Employer contribution / active EE | $2,262 | $4,175-45.8% | $3,660-38.2% | $4,761-52.5% |
| Participant deferral / active EE | $5,712 | $4,957+15.2% | $4,370+30.7% | $5,982-4.5% |
| Admin fee / account holder | $891 | $7,245-87.7% | $5,945-85.0% | $11,246-92.1% |