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 8-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 | $14,035 | $138,044-89.8% | $125,339-88.8% | $134,475-89.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.62% | 750.33%-766.9pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,271 | $5,243-56.7% | $4,814-52.8% | $4,740-52.1% |
| Participant deferral / active EE | $3,114 | $7,799-60.1% | $7,446-58.2% | $6,400-51.3% |
| Admin fee / account holder | $1,000 | $11,571-91.4% | $10,010-90.0% | $11,426-91.2% |