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 | $16,809 | $185,200-90.9% | $142,863-88.2% | $167,490-90.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 16.60% | 8555.70%-8539.1pp | 5637.54%-5620.9pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,090 | $5,604-44.9% | $4,144-25.4% | $4,837-36.1% |
| Participant deferral / active EE | $2,526 | $4,494-43.8% | $3,837-34.2% | $6,341-60.2% |
| Admin fee / account holder | $8,193 | $8,031+2.0% | $6,560+24.9% | $12,309-33.4% |