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 | $9,042 | $102,966-91.2% | $90,281-90.0% | $152,861-94.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.52% | 95.16%-77.6pp | 78.10%-60.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,849 | $3,139-41.1% | $2,854-35.2% | $4,762-61.2% |
| Participant deferral / active EE | $1,849 | $4,281-56.8% | $3,885-52.4% | $5,850-68.4% |
| Admin fee / account holder | $1,492 | $6,171-75.8% | $5,351-72.1% | $11,596-87.1% |