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 7-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 | $7,904 | $165,335-95.2% | $149,696-94.7% | $158,922-95.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 77.70% | 348.15%-270.4pp | 276.60%-198.9pp | 302.83%-225.1pp |
| Employer contribution / active EE | $2,410 | $5,103-52.8% | $4,644-48.1% | $4,761-49.4% |
| Participant deferral / active EE | $2,590 | $7,181-63.9% | $6,842-62.1% | $5,982-56.7% |
| Admin fee / account holder | $615 | $10,807-94.3% | $9,309-93.4% | $11,246-94.5% |