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 9-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 | $13,159 | $152,587-91.4% | $125,175-89.5% | $152,861-91.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.43% | 54.84%-41.4pp | 43.79%-30.4pp | 345.32%-331.9pp |
| Employer contribution / active EE | $1,470 | $4,946-70.3% | $3,865-62.0% | $4,762-69.1% |
| Participant deferral / active EE | $2,719 | $5,868-53.7% | $4,937-44.9% | $5,850-53.5% |
| Admin fee / account holder | $544 | $13,434-95.9% | $9,702-94.4% | $11,596-95.3% |