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 | $20,233 | $157,256-87.1% | $141,162-85.7% | $152,861-86.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 41.26% | 64.32%-23.1pp | 71.39%-30.1pp | 345.32%-304.1pp |
| Employer contribution / active EE | $2,263 | $5,261-57.0% | $4,735-52.2% | $4,762-52.5% |
| Participant deferral / active EE | $9,760 | $7,109+37.3% | $6,709+45.5% | $5,850+66.8% |
| Admin fee / account holder | $338 | $12,120-97.2% | $10,261-96.7% | $11,596-97.1% |